OpinionData guzzler threatens software’s last moat:
AI firm Databricks noted a $188 bln valuation, making it the fourth-largest private tech startup ...
reuters.com/commentary/breakingviews/data-guzzler-threatens-softwares-last-moat-2026-07-22/
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Listen out for Lanny: can Max Porter’s mythic tale of a mulch-guzzler really be heard in this woodland?
theguardian.com/stage/2026/oct/20/lanny-bristol-old-vic-max-porter-novel
OpinionChina's AI dragons breathe fire on Nvidia's moat: IPO-bound Enflame's 1400% quarterly revenue growth highlights the progress China's chipmaking upstarts are ...
reuters.com/commentary/breakingviews/chinas-ai-dragons-breathe-fire-nvidias-moat-2026-09-07/
on.wsj.com Jul 17
Exclusive | Databricks Set to Hit $188 Billion Valuation With New Investment From Coatue
wsj.com/tech/ai/databricks-set-to-hit-188-billion-valuation-with-new-investment-from-coatue-9eda18d6
Paid articlePaywallOpinionDatabricks smartly uses a private funding lull: The data firm plans to tap private markets at a valuation of up to $175 bln, rather than IPO this year ...
reuters.com/commentary/breakingviews/databricks-smartly-uses-private-funding-lull-2026-06-18/
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