The company nearly every enterprise AI project actually runs on. One of the most anticipated tech listings on the board.
Databricks is the neutral AI plumbing every hyperscaler alternative needs.
MosaicML acquisition brings first-party model training to the platform.
Enterprise ARR reportedly north of $3B and still doubling.
Databricks becomes the Snowflake-of-AI, with a larger addressable market.
Snowflake and hyperscaler bundles compress the standalone opportunity.