The company disclosed today that its AI products’ annualized recurring revenue has increased from $1 billion in early December to $1.4 billion. Databricks’ overall run rate stands at $5.4 billion, a ...

The deal positions Snowflake to compete with Databricks in AI while giving OpenAI enterprise distribution beyond Microsoft’s ecosystem.

Snowflake and OpenAI have announced a multi-year, $200 million partnership that will make OpenAI models available on Snowflake's platform.

Discusses Preliminary Financial Results, Churn Impact, and Strategic Progress in Key Verticals February 3, 2026 8:00 AM ...

Snowflake and OpenAI have announced a multi-year, $200 million partnership that will make OpenAI models available on Snowflake's platform.

Databricks reached a $5.4B revenue run rate as demand for practical AI and data platforms grows across enterprise software.

An open letter signed by architects, DBAs, and engineers argues that closed development, missing AI‑era features, and ...

Customers with more than $100k in ARR grew to 698, an increase of 18% year over year. No single deal was over $1,000,000 yet ...

Databricks CEO Ali Ghodsi reportedly said once AI changes the interface to language, SaaS products will become invisible.