Two Data Giants, One Revenue Milestone
Roundup Sep 10, 2025
Hello data folks đ
Databricks and Snowflake both hit $4B revenue run-rate, creating the first head-to-head comparison at this scale. Each company claims 650+ customers paying $1M+ annually, with Databricks showing 140% net dollar retention vs Snowflake's 125%.
The growth gap tells the story: Databricks maintains 50% YoY growth while Snowflake sits at 28%. This 22-point difference drives Databricks' $100B private valuation compared to Snowflake's $75.9B public market cap - a 35% premium that reflects both superior growth and AI positioning.
Databricks already reports $1B in AI revenue, while Snowflake hasn't disclosed AI-specific numbers. This suggests AI workloads are becoming a key differentiator in data platform selection and vendor negotiations.
Source: Tomasz Tunguz
NVIDIA Unveils Rubin CPX: A New Class of GPU Designed for Massive-Context Inference
NVIDIA | September 9, 2025 | 9 minute read
NVIDIA announced Rubin CPX, a specialized GPU class designed for million-token context processing in AI applications, targeting massive-scale coding and generative video workloads.
Companies like Cursor, Runway, and Magic are already exploring applications ranging from enterprise code generation to video content creation with 100-million-token context windows.
This hardware class suggests million-token processing will become economically viable for enterprise applications beyond current limitations.
Googleâs New Programming Language âMangleâ: Is This the Next Big Shift?
Ahibafnan | September 9, 2025 | 4 minute read
Google released a new programming language called Mangle in August 2025. Itâs a deductive database programming language designed to unify fragmented data across APIs, databases, files, and logs through logic-based queries.
Built on Datalog principles with modern extensions like recursive rules and type-checking, Mangle ships as an embeddable Go library. Early use cases include software supply chain analysis, security vulnerability tracking across dependencies, and knowledge graph reasoning without separate graph databases.
Salesforce quarterly financial report
Salesforce investor relations | September 4, 2025 | 4 hour read
Salesforce's Q2 filing confirms an aggressive push beyond CRM, detailing major investments to become an end-to-end enterprise AI and data platform.
The strategy is anchored by the pending 8B acquisition of Informatica, an AI-powered data management platform, and the recent 900M deal for Regrello, an AI-native automation solution.
Salesforce explicitly links these deals to accelerating its "agentic roadmap" and building out its Data Cloud and new Agentforce AI offerings. The company is now a direct contender for core data management and AI platform budgets.
Two More Things
Is DE even gonna be a career in 5 years?? (Reddit)
Thatâs the brief.