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Briefing
Frontline
Investors
Exits
Frontier TV
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Briefing
Frontline
Live sectors
AI Agents & Models
Autonomy
Avatars
Biotech
Blockchain / Crypto
Brain-Computer Interfaces
Climate Tech
Cloud & Edge Computing
Creative AI & Media
Cybersecurity
Data Infrastructure
Defense
DevTools & AI Coding
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Energy
Food Tech
Health Tech
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Manufacturing
Materials Science
Mobility
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Companies
Tracked
KPIs
Signals
Videos
Catalysts
Venture Stages
Valuations
Funding
Editorial
Books
HQ Map

Briefing
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Investors
Exits
Frontier TV
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Briefing
Frontline
Live sectors
AI Agents & Models
Autonomy
Avatars
Biotech
Blockchain / Crypto
Brain-Computer Interfaces
Climate Tech
Cloud & Edge Computing
Creative AI & Media
Cybersecurity
Data Infrastructure
Defense
DevTools & AI Coding
Digital Identity
Energy
Food Tech
Health Tech
Longevity
Manufacturing
Materials Science
Mobility
Payments & Financial Infrastructure
Quantum Computing
Robotics
Semiconductors
Smart Homes
Space Tech
Spatial Computing
Voice & Conversational Interfaces
Wearables
Coming soon
Investors
Exits
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Sign in

Data Infrastructure

Data Infrastructure

Companies

All subsectors
AI Data Platforms
Analytical Databases
Analytics & BI
Cloud Data Warehouses
Data Governance & Catalogs
Data Integration & ETL
Data Observability
Data Services
Graph Databases
In-Memory & Caching
Lakehouse Platforms
Operational Databases
Query Engines
Reverse ETL
Search & Analytics
Streaming & Messaging
Transformation & Orchestration
Vector Databases

All statuses
Private
Public

1—
Databricks
Lakehouse Platforms
2—
Snowflake
Cloud Data Warehouses
3—
MongoDB
Operational Databases
4—
ClickHouse
Analytical Databases
5—
Sigma Computing
Analytics & BI
6—
Neo4j
Graph Databases
7▲1
Supabase
Operational Databases
8▼1
VAST Data
AI Data Platforms
9—
Cribl
Data Observability
10—
Hex
Analytics & BI
11—
Elastic
Search & Analytics
12▲1
Hightouch
Reverse ETL
13▲3
Redpanda
Streaming & Messaging
14▼2
Qdrant
Vector Databases
15▼1
Fivetran
Data Integration & ETL
16▲1
Astronomer
Transformation & Orchestration
17▲2
Pinecone
Vector Databases
18—
MotherDuck
Analytical Databases
19▲2
Dremio
Query Engines
20▼5
Databento
Data Services
21▼1
Cockroach Labs
Operational Databases
22—
Starburst
Query Engines
23▲1
Redis
In-Memory & Caching
24▲1
SingleStore
Analytical Databases
25▼2
Prefect
Transformation & Orchestration
26—
LanceDB
Lakehouse Platforms
27▲1
PlanetScale
Operational Databases
28▲1
Milvus (Zilliz)
Vector Databases
29▲1
Timescale
Analytical Databases
30▲1
Monte Carlo
Data Observability
31▼4
Atlan
Data Governance & Catalogs
32▲1
Weaviate
Vector Databases
33▲1
Imply
Analytical Databases
34▼2
StarTree
Analytical Databases
35▲1
Striim
Streaming & Messaging
36▼1
Chroma
Vector Databases
37—
Airbyte
Data Integration & ETL

Tracked

——
Dagster
Transformation & Orchestration
——
Materialize
Streaming & Messaging
——
RudderStack
Data Integration & ETL

No roster changes this week. The roster is re-evaluated quarterly; read the methodology in the disclosures.

SFO --:--:--·AUS --:--:--·NYC --:--:--·LDN --:--:--·TYO --:--:--·PEK --:--:--·Editorial analysis, not financial advice.·About·FAQ·What’s new·Disclosures·Terms·Privacy·Usage policy·© fobi·

SFO --:--:--·AUS --:--:--·NYC --:--:--·LDN --:--:--·TYO --:--:--·PEK --:--:--·Editorial analysis, not financial advice.·About·FAQ·What’s new·Disclosures·Terms·Privacy·Usage policy·© fobi·

Theme

KPIs

Total funding YTD

$0

across 6 rounds

Companies tracked

0

3 countries

Largest round YTD

$0

VAST Data · Series F

Median round YTD

$0

across 6 rounds

News volume · 7d

0

-47% vs prior 7d

Sentiment · 7d

0

Positive

0

Neutral

0

Negative

Hot company · 7d

Snowflake

4 mentions

Most patents filed · 12mo

01Snowflake91
02Databricks28
03Sigma Computing18

Most raised · all-time

01Databricks$19.0B
02Snowflake$3.4B
03VAST Data$1.4B

Signals

Venture capital deployed · 2026 YTD

$2.3B

7 announced rounds

▼vs $6.0B in 2025

Sector market cap

$183B

4 public companies

▬largest = 71% of sector

Largest raise · trailing 12mo

$4.0B

Series L · Databricks

Catalysts ahead · next 12mo

4

3 earnings

Companies tracked

40

3 public · 37 private

Videos

View all 1481 →

Catalysts

Conferences

Major industry dates · soonest first

Nothing on the calendar yet.

Earnings Calls

Public roster companies · forecast from SEC filings

Nov 26, 2026· rumoredElastic — Q4 2026 earnings
Dec 1, 2026· rumoredMongoDB — Q4 2026 earnings
Dec 9, 2026· rumoredSnowflake — Q4 2026 earnings

Policy & Courts

Hearings · rulings · statutory deadlines

Nothing on the calendar yet.

Venture Stages

1

Seed

Chroma$18M

2

Series A

Series A

LanceDB$30M
Databento$10M

3

Series B

Series B

Airbyte$150M
Pinecone$100M
Milvus (Zilliz)$60M
RudderStack$56M
MotherDuck$52.5M
Qdrant$50M
Weaviate$50M
StarTree$47M
Dagster$33M
Prefect$32M

4

Series C

Series C

Timescale$109.5M
Atlan$105M
Redpanda$100M
Hex$70M
Materialize$60M
PlanetScale$50M
Striim$50M

5

Series D

Series D

VAST Data$1B
Fivetran$565M
ClickHouse$400M
Cribl$319M
Cockroach Labs$278M
Starburst$250M
Dremio$160M
Hightouch$150M
Supabase$150M
SingleStore$146M
Monte Carlo$135M
Redis$110M
Imply$100M
Astronomer$93M
Sigma Computing$80M
Neo4j$50M

6

Public & Acquired

Public & Acquired

Snowflake$3.4B
Elastic$264M
MongoDB$192M

Valuations

Sized by valuation · area is proportional to market value

Zoom

Public caps as of Oct 11, 2026

Public · real-time market capPrivate · last-round valuation

Funding & analysis

AI Analysis

Data Infrastructure heating up: $4B+ mega-rounds dominating 2025–2026 with Databricks, ClickHouse leading

Updated Oct 2026 · 188 rounds

Company

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

Total Raised

Round sizes
Mega-rounds ($400M+) now dominate: Databricks Series L ($4.0B), VAST Data Series F ($1.0B), ClickHouse Series D ($400M), Supabase Series F ($500M) in past 12 months. Median ticket has shifted decisively upward; seed/early-stage activity remains sparse. Venture-stage funding compressed below $200M average.
Stage mix
Late-stage capital concentration extreme: Series D–L rounds account for 60%+ of 2025–2026 funding volume. Seed and Series A rare; only three seed rounds since 2024. Growth-stage gap widening between tier-one companies and sub-$1B cohort competing for dwindling mid-market capital allocation.
Lead investors
Databricks (acquirer: Neon, Tabular) now acts as lead investor itself. Accel, GIC, Drive Capital, Dragoneer lead recent mega-rounds. Traditional VCs (Sequoia, Andreessen Horowitz, Altimeter) rotate into larger check sizes; early-stage specialists (Lightspeed, Index, Kleiner Perkins) absent from 2025–2026 rounds.

FOBI Editorial

FOBI Editorial
Snowflake’s security reckoning is forcing a reckoning for the entire data infrastructure sector.
08.09.26
FOBI Editorial
Databricks’ pre-IPO hype masks the rise of agentic control planes in data infrastructure.
08.02.26
FOBI Editorial
Snowflake’s AI moat is widening—but its infrastructure is becoming a bottleneck for physical AI.
07.26.26
FOBI Editorial
Databricks’ $188B valuation hinges on governance—but open-source sprawl is eroding control.
07.19.26

Books

As of 2026-08-01

Relevancy
Most recent

Abraham Silberschatz, Henry F. Korth, S. Sudarshan · 2020
Database System Concepts
Establishes the theoretical foundations that underpin all data infrastructure systems; essential for understanding relational databases and ACID principles that remain relevant even in modern distributed systems.
Buy Read reviews
Martin Kleppmann · 2017
Designing Data-Intensive Applications: The Big Ideas Behind Reliable, Scalable, and Maintainable Systems
The canonical reference for understanding why data infrastructure systems make the trade-offs they do; translates distributed systems research into practical guidance for system designers.
Buy Read reviews
Joe Reis, Matt Housley · 2022
Fundamentals of Data Engineering: Plan and Build Robust Data Systems
Bridges theory and practice by providing an end-to-end framework that practitioners use daily; reflects the maturity of cloud-native data engineering as a discipline.
Buy Read reviews
Ralph Kimball, Margy Ross · 2013
The Data Warehouse Toolkit: The Definitive Guide to Dimensional Modeling
Kimball's dimensional modeling remains the gold standard for designing analytical systems; essential for operators building dimensional data marts and analytics layers.
Buy Read reviews
Zhamak Dehghani · 2021
Data Mesh: Delivering Data-Driven Value at Scale
Defines the emerging architectural pattern that challenges centralized data warehouse approaches; critical for understanding modern organizational approaches to data governance.
Buy Read reviews
Tyler Akidau, Slava Chernyak, Reuven Lax · 2018
Streaming Systems: The What, Where, When, and How of Large-Scale Data Processing
Provides the conceptual foundation for understanding streaming infrastructure beyond any specific technology; essential for operators building real-time data systems.
Buy Read reviews
Gwen Shapira, Todd Palino, Rajini Sivaram, Krit Petty · 2021
Kafka: The Definitive Guide: Real-Time Data and Stream Processing at Scale
Kafka has become the de facto standard for data movement and event streaming; this guide from core maintainers is essential for understanding production Kafka infrastructure.
Buy Read reviews
Alex Petrov · 2019
Database Internals: A Deep Dive into How Distributed Data Systems Work
Demystifies the subsystems that distinguish modern databases; essential for making informed choices about storage engines and understanding performance characteristics.
Buy Read reviews
Rui Machado, Hélder Russa · 2023
Analytics Engineering with SQL and dbt: Building Meaningful Data Models at Scale
Reflects the modern convergence of data engineering and analytics; critical for organizations adopting infrastructure-as-code and version-controlled data transformations.
Buy Read reviews
Chip Huyen · 2022
Designing Machine Learning Systems: An Iterative Process for Production-Ready Applications
Operators building data infrastructure must understand ML's demands on data systems; this book bridges data infrastructure and ML operations.
Buy Read reviews
Ralph Kimball, Joe Caserta · 2004
The Data Warehouse ETL Toolkit: Practical Techniques for Extracting, Cleaning, Conforming, and Delivering Data
ETL/ELT remains the backbone of data infrastructure; Kimball's practical patterns for data quality and conformation are timeless reference material.
Buy Read reviews
James Serra · 2023
Deciphering Data Architectures: Choosing Between a Modern Data Warehouse, Data Fabric, Data Lakehouse, and Data Mesh
Essential for current-year architecture decisions; helps practitioners evaluate which architectural patterns match their organizational constraints and business requirements.
Buy Read reviews