Databricks is poised to reach a valuation exceeding $100 billion following a new funding round, joining the ranks of highly valued AI companies. The company intends to use the capital to advance its AI technology, including Agent Bricks and Lakebase, while also exploring potential acquisitions. Databricks currently serves 15,000 customers, offering data and AI solutions in partnership with Microsoft and Google Cloud. This surge in valuation reflects a broader trend, with AI startups collectively securing $122 billion in venture capital this year, $104.3 billion of which went to U.S. based companies. Meanwhile, other companies are also seeing gains from AI. Dell's Q2 FY2026 earnings revealed an 80% increase in revenue for AI servers, reaching $7.7 billion, driven by collaborations with NVIDIA and Elastic. Masayoshi Son's wealth has increased by $11 billion in two weeks due to SoftBank's strategic AI investments, including those in NVIDIA and Taiwan Semiconductor Manufacturing. Zoom's introduction of AI-powered tools has boosted its stock and trading volume, with features like the Virtual Agent and AI Companion enhancing its platform. Cisco is also making strides in AI, expecting $1 billion in AI orders in the second half of 2025, despite a lowered price target from Piper Sandler. In other parts of the world, Alibaba Cloud is leading China's AI cloud market with a 33% share, while Baidu focuses on AI innovation. Hypeo AI, an influencer marketing startup in Morocco, received investment from Renew Capital to enhance its AI-driven platform. Furthermore, Saudi Arabia’s Public Investment Fund (PIF) is shifting its investment strategy by reducing its U.S. equities holdings and increasing its investments in AI. However, Sam Altman, CEO of OpenAI, suggests that while AI spending will reach trillions, not all investors will profit, with some AI companies potentially being overvalued.
Key Takeaways
- Databricks is expected to reach a valuation of over $100 billion after its Series K funding round, planning to invest in AI technologies like Agent Bricks and Lakebase.
- AI startups have collectively raised $122 billion in venture capital this year, with U.S. companies accounting for $104.3 billion of that total.
- Dell's AI server revenue increased by 80% to $7.7 billion in Q2 FY2026, driven by partnerships with NVIDIA and Elastic.
- Masayoshi Son's wealth increased by $11 billion in two weeks due to SoftBank's AI investments, including NVIDIA and Taiwan Semiconductor Manufacturing.
- Zoom's stock and trading volume have increased following the introduction of new AI tools like Virtual Agent and AI Companion.
- Cisco anticipates $1 billion in AI orders in the second half of 2025, maintaining a strong AI narrative despite a lowered price target.
- Alibaba Cloud leads China's AI cloud market with a 33% market share, while Baidu focuses on AI innovation with over 190,000 AI applications.
- Hypeo AI, an influencer marketing startup in Morocco, received investment from Renew Capital to enhance its AI platform and develop an AI coaching tool.
- Saudi Arabia’s Public Investment Fund (PIF) is reducing its U.S. equities holdings and increasing its investments in artificial intelligence.
- OpenAI's CEO, Sam Altman, predicts AI spending will reach trillions, but cautions that some AI investments may not be profitable due to overvaluation.
Databricks eyes $100B+ valuation with new AI investment round
Databricks is expected to reach a valuation of over $100 billion after its Series K funding round. The company plans to use the money to grow its AI technology, including Agent Bricks and Lakebase. Databricks is also partnering with companies like Microsoft and Google Cloud. They help over 15,000 customers use data and AI to improve their businesses.
Databricks valuation jumps to $100B amid AI investor frenzy
Databricks' valuation is predicted to increase by 61% to over $100 billion after a new funding round. The company will use the funds to develop AI products and make acquisitions in the AI field. Databricks has 15,000 customers, including Block, Shell, and Rivian. Startups are staying private longer because of high interest rates.
Databricks hits $100B valuation after new funding round
Databricks' valuation is set to increase to over $100 billion after its latest funding round. The company plans to use the money to develop AI products and acquire other AI companies. Databricks has 15,000 customers, including Block, Shell, and Rivian. The company's CEO, Ali Ghodsi, says Databricks is benefiting from high demand for AI.
Databricks eyes $100B+ valuation with new AI investment round
Databricks is expected to reach a valuation of over $100 billion after its Series K funding round. The company plans to use the money to grow its AI technology, including Agent Bricks and Lakebase. Databricks is also partnering with companies like Microsoft and Google Cloud. They help over 15,000 customers use data and AI to improve their businesses.
AI startups grab $122B in 2025 venture capital
Artificial intelligence startups have raised $122 billion since the start of the year. U.S. deals make up $104.3 billion, or 85.5%, of the total. This information comes from data analyzed by BestBrokers.
AI startups grab $122B in 2025 venture capital
Artificial intelligence startups have raised $122 billion since the start of the year. U.S. deals make up $104.3 billion, or 85.5%, of the total. This information comes from data analyzed by BestBrokers.
Dell's AI strategy drives growth in Q2 FY2026 earnings
Dell's Q2 FY2026 earnings call showed the company's move into AI is helping it grow. Revenue for AI servers increased by 80%, reaching $7.7 billion. Dell is working with NVIDIA and Elastic to offer AI hardware and software. The company expects revenue of $95.5–$98.5 billion for FY2026.
AI investments boost Masayoshi Son's wealth by $11B in two weeks
Masayoshi Son's wealth increased by $11 billion in two weeks because of SoftBank's investments in AI. SoftBank's Vision Fund and asset sales have helped Son's financial position. Son's investments in companies like Nvidia and Taiwan Semiconductor Manufacturing Co. are paying off. SoftBank is also investing in electric vehicles and data centers.
Zoom's AI tools boost stock and trading volume
Zoom's stock rose 0.68% and trading volume increased by 32.1% because of its new AI tools. The Virtual Agent offers 24/7 support in multiple languages for healthcare, retail, and finance. AI Companion helps with scheduling, and Zoom Hub organizes files. These updates aim to make Zoom an AI-first platform for businesses.
AI stock market: Which AI stocks to buy and sell
OpenAI's CEO, Sam Altman, says AI spending will be trillions of dollars, but some investors will lose money. Luke Lango says most money in the economy is going to AI. Eric Fry says many AI companies are overvalued. The best approach is to invest in companies that benefit from AI spending but are not overvalued.
Alibaba vs Baidu: Which Chinese AI cloud leader is best
Alibaba Cloud leads China's AI cloud market with 33% market share. Baidu focuses on AI innovation with over 190,000 AI applications. Alibaba invests heavily in infrastructure and has diverse revenue, while Baidu relies on search advertising. Alibaba's global expansion and open-source strategy offer better scalability than Baidu.
Hypeo AI gets investment from Renew Capital
Hypeo AI, an influencer marketing startup in Morocco, received an investment from Renew Capital. Renew Capital supports growing companies in Africa. Hypeo AI will use the money to improve its platform, add more users, and create an AI coaching tool. The company connects brands and creators using AI.
Saudi PIF reduces US equities, increases AI investments
Saudi Arabia’s Public Investment Fund (PIF) sold some of its US stocks in the second quarter. The fund reduced its investments in energy companies. The PIF is increasing its investments in artificial intelligence.
Cisco's AI story remains strong despite lowered price target
Piper Sandler lowered Cisco's (CSCO) price target to $64 but kept a Neutral rating. Cisco's quarterly results were in line, but FY26 guidance was lower than expected. The firm believes Cisco's AI narrative is still strong. Cisco is expected to see about $1 billion in AI orders in the second half of 2025.
Sources
- Databricks is raising a Series K Investment at >$100 billion valuation
- Databricks eyes over $100 billion valuation as investors back AI growth plans
- Databricks valued at over $100 billion after latest financing
- Databricks is raising a Series K Investment at >$100 billion valuation
- AI Investments soar to $122B in 2025, dominating venture capital landscape
- AI Investments soar to $122B in 2025, dominating venture capital landscape
- Dell Technologies' Q2 FY2026 Earnings Call: A Strategic Inflection Point for AI-Driven Growth
- $11 Billion in 2 Weeks: AI Bets Mint Money for Masayoshi Son
- Zoom’s AI-Powered Tools Fuel 0.68% Stock Rise and 32.1% Trading Volume Surge Propelling It Into Top 500 by Volume
- The AI Stocks to Sell (and Buy) Now
- China's AI Cloud Market Boom: Alibaba vs. Baidu — Which AI Leader Offers a Better Long-Term Investment Outlook?
- Hypeo Ai Secures Investment from Renew Capital
- Saudi PIF Exits Some US Equities, Ups AI Investments
- Cisco (CSCO) Price Target Lowered to $64 Despite Strong AI Narrative