速递｜千亿估值加持，Databricks新一轮融资10亿美元，为Agent时代打造“水与电”

Core Viewpoint - Databricks is raising $1 billion in a new funding round at a valuation of $100 billion, focusing on advancing its AI Agent database and platform [2][3]. Funding and Financials - The recent funding round is led by Thrive and Insight Partners, with Databricks having raised approximately $20 billion since its inception in 2013 [2]. - The company completed a record $10 billion financing in January at a valuation of $62 billion, which was later surpassed by OpenAI's $40 billion financing in March [2]. Product Development - Databricks plans to invest heavily in its AI Agent database, named Lakebase, which was launched in June and is based on the open-source Postgres database [4]. - The total addressable market (TAM) for the database market is estimated at $105 billion, with a significant portion of databases now being created by AI agents, increasing from 30% to 80% in one year [4][5]. Competitive Advantage - The differentiation of Lakebase from competitors like Supabase lies in its "separation of compute and storage" architecture, allowing for cost-effective database creation [6]. - The second focus of investment is the AI Agent platform, Agent Bricks, which aims to provide reliable solutions for everyday business tasks rather than pursuing superintelligent AI [6][7]. Talent Acquisition - Databricks is also raising additional funds to compete for AI talent, acknowledging the high costs associated with hiring in this field [8].