🐦 推特Wall St EngineCodex · 实盘不做把握 3/10🔁 +3 同一事件
北京时间·🕒 发布 09:52:05时区推断·⟳ 抓取 09:52:16·⚡ 决策 07-17 09:53:11 +55s·102.4 天前
Databricks据报拟以1880亿美元估值融资30亿美元
Databricks仍为未上市公司，本次融资估值上调本身不能直接形成可交易标的。
📄 原文Wall St Engine@wallstengine↗ 原文
Databricks to hit a $188B valuation with a new $3B Coatue-led investment, per WSJ. That is a 40% jump from its $134B va…
不做 Snowflake（SNOW.US）
Databricks为未上市公司，融资估值上调只构成行业背景；对Snowflake没有明确同向收入、订单或利润传导，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-17 · 扩散 low · price-in 风险 medium ↗
关键理由
- Databricks仍为未上市公司，本次融资估值上调本身不能直接形成可交易标的。
- 对Snowflake等上市同业的读出偏行业估值背景，缺少客户流失、订单变化或业绩指引层面的短周期传导。
主要风险
- 若后续出现Databricks IPO、上市同业重估或明确竞争订单迁移，需要另行按新事件研判。
原文全文
展开原文 · 553 字
Databricks to hit a $188B valuation with a new $3B Coatue-led investment, per WSJ.
That is a 40% jump from its $134B valuation in December.
The company crossed a $5.4B annual revenue run rate in February, and CEO Ali Ghodsi said AI products were running at $1.7B+ revenue run rate in June, up from $1B in September.
Additionally, Databricks recently launched Unity AI Gateway to help companies access models from OpenAI, Anthropic, Google and open-weight providers while managing AI spend, plus Genie One, an agentic AI assistant for workplace tasks.
That is a 40% jump from its $134B valuation in December.
The company crossed a $5.4B annual revenue run rate in February, and CEO Ali Ghodsi said AI products were running at $1.7B+ revenue run rate in June, up from $1B in September.
Additionally, Databricks recently launched Unity AI Gateway to help companies access models from OpenAI, Anthropic, Google and open-weight providers while managing AI spend, plus Genie One, an agentic AI assistant for workplace tasks.
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