速递｜估值翻倍破150亿美元：AI数据库新贵ClickHouse融资4亿美元，挑战Snowflake与Databricks

Core Insights - ClickHouse, a database technology startup, raised $400 million in a new funding round, achieving a valuation of $15 billion, more than doubling its valuation from less than a year ago [1] - The funding signals investor interest in AI application support companies, which are competing with firms like Databricks and Snowflake [1] - The company plans to use the funds to accelerate product development and enhance sales and marketing efforts [1] Funding and Valuation - The latest funding round was led by Dragoneer Investment Group, with participation from several notable investors including Bessemer Venture Partners, GIC, Index Ventures, Khosla Ventures, Lightspeed, T. Rowe Price, and WCM Investment Management [1] - Since May, when ClickHouse was valued at $6.35 billion, its valuation has increased by several billion dollars [1] Acquisitions and Product Development - ClickHouse is acquiring German startup Langfuse GmbH, which develops open-source products to ensure the accuracy and safety of AI system outputs [2] - The company emphasizes the growing concern among tech firms regarding the safety of AI outputs [2] Clientele and Market Focus - ClickHouse's clients include major companies such as Meta Platforms, Tesla, and Anthropic, and it has recently expanded partnerships with startups Lovable and Polymarket [3] - The company has a unique market position, with over half of its clients, revenue, and employees located outside North America, allowing it to focus on international markets [3] Leadership and Financial Status - ClickHouse appointed Jimmy Sexton as CFO, who has experience in investor relations and IPO processes from his time at Snowflake [3] - The company is currently not prepared for an IPO, as it is still in a loss-making phase while making forward-looking investments, with annual recurring revenue reaching "hundreds of millions" [3] Historical Context and Competitive Landscape - ClickHouse originated as a database management system for Yandex in 2009 and became independent after Yandex sold its Russian business [4] - Dragoneer has been researching ClickHouse for several months, believing it has significant opportunities in the AI infrastructure space, and noted its superior real-time analytics capabilities compared to competitors [4][5]