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Databricks will bake OpenAI models into its products in $100M bet to spur enterprise adoption
Yahoo Financeยท2025-09-25 13:14

Core Insights - Databricks is integrating OpenAI's models, including GPT-5, into its data platform and AI product, Agent Bricks, through a $100 million multi-year deal aimed at attracting enterprise customers [1][5] - The partnership emphasizes the growing demand for generative AI tools that can securely access corporate data [1] Company Developments - Agent Bricks allows organizations to create AI applications and agents using various AI models, with OpenAI's latest models now available via SQL or API, positioning GPT-5 as a flagship offering [2] - Databricks previously incorporated OpenAI's open-weight models, gpt-oss 20B and gpt-oss 120B, enhancing the platform's capabilities [3] Strategic Implications - OpenAI's COO highlighted that the partnership facilitates the deployment and scaling of AI agents within secure enterprise environments, potentially leading to significant business impacts [4] - Databricks is committed to a minimum payment of $100 million to OpenAI, regardless of the revenue generated from the models, indicating a strategic bet on the adoption of these AI tools by enterprise customers [5][6] Market Context - The deal mirrors a previous agreement Databricks made with Anthropic, which also set a revenue target of $100 million over five years, reflecting a trend in the industry towards securing partnerships with AI firms [7] - Databricks has reported strong demand from clients, including Mastercard, for direct access to OpenAI's models, suggesting a robust market interest in AI integration [7]