逆势狂奔！Databricks估值再涨30%，AI资本狂热不减

Group 1 - Databricks Inc. is negotiating financing at a valuation exceeding $130 billion, indicating sustained market interest in AI tool providers despite warnings of industry bubbles [1] - The company is one of the larger players in the cloud and data software sector, currently dominated by established firms like Oracle and Snowflake Inc. [1] - Databricks aims to raise between $3 billion to $5 billion, with plans to use the new funds for hiring and acquisitions [1] Group 2 - Thiel Macro LLC sold its shares in NVIDIA during the AI development boom triggered by ChatGPT, reflecting a trend of divestment from key chip manufacturers [2] - Notable short-sellers like Michael Burry have disclosed bearish positions on NVIDIA and Palantir, highlighting concerns over the sustainability of the tech ecosystem [2] Group 3 - Investors are competing to acquire stakes in various startups from the U.S. to Japan, betting on potential future industry leaders [3] - Databricks' software operates on major cloud platforms like Microsoft Azure and Amazon AWS, and the company is beginning to compete more directly with Snowflake and other cloud infrastructure providers [3]