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Briefing
Frontline
Investors
Exits
Frontier TV
Jobs

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
Payments & Financial Infrastructure
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Companies
Tracked
KPIs
Signals
Videos
Catalysts
Venture Stages
Valuations
Funding
Editorial
Books
HQ Map

Briefing
Frontline
Investors
Exits
Frontier TV
Jobs

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

Tracked

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

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

-63% vs prior 7d

Sentiment · 7d

0

Positive

0

Neutral

0

Negative

Hot company · 7d

Snowflake

9 mentions

Most patents filed · 12mo

01Snowflake97
02Databricks30
03Sigma Computing21

Most raised · all-time

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

Signals

Venture capital deployed · 2026 YTD

$2.2B

6 announced rounds

▼vs $6.0B in 2025

Sector market cap

$166B

4 public companies

▬largest = 70% of sector

Largest raise · trailing 12mo

$4.0B

Series L · Databricks

Catalysts ahead · next 12mo

8

3 conferences · 3 earnings

Companies tracked

40

3 public · 37 private

Videos

View all 1265 →

Catalysts

Conferences

Major industry dates · soonest first

Sep 15, 2026dbt Summit 2026 (Las Vegas)
Sep 15, 2026AI Infra Summit 2026 (Santa Clara)
Oct 6, 2026infra/STRUCTURE Summit 2026 (Las Vegas)

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
Supabase$500M
ClickHouse$400M
Cribl$319M
Cockroach Labs$278M
Starburst$250M
Dremio$160M
Hightouch$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 Sep 11, 2026

Sigma Computing

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

Funding & analysis

AI Analysis

Data Infrastructure bifurcating sharply: mega-rounds for AI-ready incumbents, seed slowdown for newcomers.

Updated Sep 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 ($500M+) now dominate: Databricks Series L ($4.0B), VAST Data Series F ($1.0B), ClickHouse Series D ($400M), Supabase Series F ($500M) all in 2025-26. Pre-2024, Series A median ~$20M; now founder rounds cap at $30-50M while billion-dollar champions capture institutional capital.
Stage mix
Capital concentrated in late-stage: six Series D-F rounds totaling $2.9B in past 12 months. Series A-C activity dropped 60% by count. Two acquihires (Neon, Census) and three strategic acquisitions (Rockset, Tabular, Rivery) signal consolidation. Seed rounds nearly invisible; Series A rounds increasingly rare.
Lead investors
Tier-one incumbents lead repeated rounds: Accel (Supabase 3x), Altimeter Capital (dbt, ClickHouse, Cribl), Andreessen Horowitz (Fivetran, Databricks, Pinecone). GIC, Goldman Sachs Alternatives, Dragoneer, Bain Capital Ventures newly active in mega-rounds. Sequoia, Index Ventures, Lightspeed gone quiet on new commitments.

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