Databricks’ AI Strategy in a Nutshell

Databricks is becoming formidable in enterprise AI

Recently, a client asked why I’m bullish on Databricks, so I’ll share my answer with my subscribers today.

In a nutshell, Databricks will grow market share in enterprise AI with an under-appreciated but very powerful wedge - the Unity Catalog. Unity Catalog is essentially a data and AI app governance solution which already has 10K+ customers in less than 2 years of launch, and is fast becoming a category leader.

Since strong data and AI governance is a must for every enterprise customer using AI, Unity Catalog is a powerful beachhead for converting non-Databricks accounts. It also allows Databricks to land and expand its AI training and Spark revenue, by cross-selling its Mosaic AI and serverless services, as well as natural language BI tools.