Databricks' $190B Valuation Signals AI Data Infrastructure as the Hottest Startup Asset

Databricks raised $5 billion at a $190 billion valuation, making it the most valuable private AI company in the world. The round, led by Coatue and Blackstone, comes just six months after a $134 billion valuation—a 42% jump in half a year. Databricks reported a $7 billion annualized revenue run-rate and 80% year-over-year growth in Q2, with its Lakebase database product alone exceeding $100 million in revenue. This isn't hype—it's a data infrastructure company that's...