Databricks
Data + AI platform for enterprise model training and serving
Databricks raised a $10B Series J at a ~$62B valuation in late 2024 and by 2025 was reportedly at a ~$100B+ valuation with revenue run-rate above $3B, growing on the back of its Mosaic AI stack and Lakehouse. It is the primary place regulated enterprises train, fine-tune, and govern models on their own data. Its acquisition of MosaicML and Tabular positioned it as the neutral 'bring your own model' layer against hyperscaler lock-in.
Valuation
~$100B+ (2025)
Revenue RR
>$3B
How it fits the stack
Databricks with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Databricks in the AI stack. Databricks with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 4 entities, 3 relationships
- Claude (Opus / Sonnet) —hosts→ Databricks
- Databricks —competes with→ Scale AI
- Databricks —competes with→ Snowflake (Cortex)
Context — capital, rivals, policy · · 2