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| | 英伟达最新投资了一家“最有潜力IPO的AI公司”：Databricks | | | 华尔街日报 ｜ 2023-09-14 | | | |
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 数据分析和人工智能软件制造商Databricks最新估值430亿美元，比两年前的融资轮溢价13%，跻身最贵AI独角兽行列，称与英伟达深入合作是因为“处于互补市场”，融资后计划进行更多战略收购和聚焦发布AI工具。有人称其IPO上市“万事俱备、只欠东风”。
9月14日周四，数据分析和人工智能软件制造商Databricks完成了超过5亿美元的I轮融资，对该公司估值达430亿美元，俨然跻身人工智能领域“最当红的炸子鸡”行列。
值得注意的是，在很多科技初创公司估值被大幅削减的当下，Databricks不仅股票售价仍为每股73.50美元，大致相当于两年前上一轮融资时的定价，估值还比2021年8月融资16亿美元时的估值380亿美元多出了50亿美元，或溢价13%。员工数约为6000人，较上次融资轮时翻倍。
更令人侧目的是，AI时代的芯片宠儿英伟达和Capital One旗下风投部门也高调现身跟投名单，后者是Databricks竞争对手Snowflake迄今的最大客户，令人引发其迟早倒戈Databricks的猜想。
英伟达和Capital One成为战略投资者引人侧目，或打击竞争对手Snowflake
科技媒体Techcrunch评价称，Databricks其实一点儿都不差钱，这令其本轮融资看起来既像是临近IPO之前的融资轮，又像是特意引入英伟达等战略投资者。
本轮融资由其现有投资者T. Rowe Price领投，参投的摩根士丹利旗下Counterpoint Global、富达和富兰克林邓普顿都是喜欢参与IPO之前融资轮的投资者。其他更传统的私募市场投资者也参与了这轮融资，包括Andreessen Horowitz、Baillie Gifford、老虎环球和新加坡政府投资公司GIC。
Databricks首席执行官戈德西（Ali Ghodsi）向媒体坦言，对与英伟达建立定制大语言模型的战略合作伙伴关系感到非常兴奋：
“这项投资让我们得以加倍强化生成式人工智能战略，更紧密的合作也是有意义的，从本质上讲，我们与英伟达处于互补市场。”
据另一家科技媒体The Information总结，英伟达今年的对外投资活动“呈爆炸式增长”，至少对16家初创公司进行了押注，令一些被投公司能够更轻松地获得其在AI领域供不用求的GPU芯片。
Databricks则透露，计划与英伟达合作优化Databricks销售的软件，以帮助客户构建在英伟达芯片驱动的服务器上运行的AI模型。同时，Databricks的软件仍将能够在其他提供商的芯片上运行，包括主要使用CPU以及搭载亚马逊AWS通用Graviton芯片的服务器上。
有分析称，英伟达参投Databricks的逻辑并不难理解，一方面这说明Databricks正在加速部署人工智能功能，包括构建自研大语言模型，这本身就建立在其销售数据分析和机器学习软件的历史之上。英伟达则致力于推动AI在新市场的应用，除了构建系统和软件，还投资于合作伙伴关系。
同时，美国第一资本金融公司成为Databricks的投资者，可能对后者的主要竞争对手、已IPO上市且巴菲特罕见参与“打新”的Snowflake产生负面影响。Snowflake去年多次表示第一资本是其最大客户，每年支出额超过4800万美元，但第一资本近两年来也在使用Databricks的技术进行欺诈检测。
Databricks是最有望IPO的公司，但拒绝透露时间，将用新资金战略收购Databricks成立于2013年，总部位于美国加州旧金山。根据其在截至7月31日的第二财季数据，今年的总营收有望突破15亿美元，较上一财年超10亿美元增长约50%。不过这个增速可能在放缓，上个财年的营收同比增长超过了60%，而且有人猜测该公司最近“烧钱”手笔较大。
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