Data Platforms & Analytics

Supabase announced $150 million in new funding led by GIC, with Alphabet's independent growth fund CapitalG, IronArc, and SquarePeg also participating, just four months after the company's $500 million Series F. The company also announced it is acquiring Turso, a platform that lets developers access higher volumes of databases for agentic workloads. Supabase is now adding more than 1M users and 4M databases per month, with 70% of new databases created by agents or AI-driven tools, following a 600% year-over-year increase in databases reported in June. Turso founder Glauber Costa will join Supabase as Head of Agentic Services alongside co-founder Pekka Enberg and the rest of the Turso team, and the Turso platform will continue operations with a clear graduation path into the rest of the Supabase ecosystem. The round will accelerate Supabase's product development around agent-driven databases and provide liquidity for employees.

OceanBase and MB Bank, Vietnam's Military Commercial Joint Stock Bank, announced the signing of a Memorandum of Understanding for a database modernization partnership. Under the collaboration, OceanBase will serve as the underlying database technology provider supporting MB Bank's data infrastructure modernization, system resilience and business continuity, while MB Bank retains full control over its data management and daily business operations. MB Bank, which carries a brand value of more than USD 2 billion, said the partnership aims to build a robust, reliable and future-ready infrastructure for its digital banking transformation. The deal comes as Vietnam's digital economy grew 17% in 2025, the second fastest in Southeast Asia, with its share of GDP rising from 12.87% in 2021 to 14.02% in 2025, or approximately US$72.1 billion, against a government target of 30% of GDP by 2030. MB Bank Deputy CEO Nguyen Xuan Hoc said the bank looks forward to exploring advanced data infrastructure capabilities, while OceanBase CEO Evan Yang said the company hopes to leverage its distributed database technology to support banking modernization in Vietnam and across Southeast Asia.

SoftwareOne announced it has achieved the AWS Data Competency in the Analytics and Database categories, a validation awarded only to AWS partners with proven customer success and deep technical expertise. The competency recognizes SoftwareOne's work helping customers modernize and run mission-critical database workloads on AWS, including migrating from proprietary licensed engines to open-source alternatives to cut costs and building data lakes and analytics platforms. Gudmundur Adalsteinsson, Chief Channels and Ecosystems Officer at SoftwareOne, said the recognition reflects both sides of how the company helps customers, optimizing and modernizing databases while building the data foundations that AI and agentic AI projects depend on. The achievement builds on SoftwareOne's existing AWS credentials, including the AWS AI Services Competency and AWS Machine Learning Competency, and its participation in the AWS Generative AI Partner Innovation Alliance, bringing its total to 23 AWS Competencies. SoftwareOne, a global software and cloud solutions provider listed on the SIX Swiss Exchange and Euronext Oslo Bors under the ticker symbol SWON, is an AWS Premier Tier Services Partner with a presence in over 70 countries and a team of about 12,000 professionals.

Synthesized announced that its enterprise-grade test data management platform is now available on SAP Store, listed as Synthesized: Intelligent TDM. SAP customers can discover, evaluate, and purchase the platform through SAP's marketplace, which provides governed, production-realistic data to test SAP business processes and validate enterprise AI agents across connected systems. The platform supports SAP applications running on HANA and other databases, as well as cloud SAP applications and connected enterprise systems, and combines AI with configurable transformation and provisioning workflows for copying, subsetting, masking, anonymization, and synthetic data generation. Synthesized can be deployed using Kubernetes or Docker in the customer's environment, including supported air-gapped configurations, with a target of a first test data refresh within one working day. In published case studies, Deutsche Bank reduced test data provisioning time by 80%, and the European Commission selected Synthesized through a public tender for privacy-preserving data sharing, with the platform running at service levels above 99.5%.

RocketReach announced a strategic data partnership with Gong to become a Gong Enrich Data Partner, bringing its 700 million preverified contacts into Gong's AI-powered Revenue Graph. Under the deal, GTM teams can connect RocketReach to Gong and pull RocketReach contact data directly into revenue workflows, including access to RocketReach's 700+ million verified contacts. The integration lets teams fill missing email addresses or phone numbers in Gong Engage Flows, enrich contacts and accounts in a single click without leaving Gong, and move from research to outreach using preverified data. Gong admins retain full control over RocketReach's placement in their enrichment waterfall and CRM syncs, and teams can use existing RocketReach credits through Gong's Bring Your Own Keys before drawing on Gong credits. RocketReach is available on the Gong Collective today, with MCP support planned in the near future. RocketReach is trusted by more than 30 million users and 95% of the S&P 500, and provides access to over 700 million contacts and 60 million companies worldwide.

Everpure announced new platform capabilities extending its Data Primacy vision, including native MCP integration, AI-optimized FlashBlade acceleration, and privacy-first data intelligence tools aimed at simplifying and securing enterprise data management for AI workloads. The company said the upgrades bring high-performance AI execution directly to data at the source while classifying sensitivity and access in real time, positioning its platform as a central control layer for both AI cost management and cyber resilience. Everpure said the near-term catalysts remain execution on its FY2027-2028 revenue guidance and uptake of newer software-led offerings. Eight Simply Wall St Community valuations for Everpure span roughly US$84 to over US$370 per share. The company faces a rich sales multiple, recent insider selling, a volatile share price, and index reshuffling.

Semarchy announced the Semarchy Data Products workload for Microsoft Fabric at the European Microsoft Fabric + SQL Community Conference in Barcelona. The workload publishes Intelligent Data Products from the Semarchy Data Platform for Microsoft Fabric, making mastered data and semantic intelligence available at scale to Microsoft Fabric services including Microsoft Power BI and Fabric data agents, as well as to business analysts and data scientists. It will be available through the Microsoft Fabric Workload Hub and follows the Semarchy Fabric CLI announced at Microsoft FabCon EMEA in September 2025, with the Semarchy Data Platform for Microsoft Fabric set to arrive on the Microsoft Azure Marketplace in October. The workload publishes certified data into Microsoft OneLake, kept continuously in sync, and builds and enriches a Fabric semantic model from the data product's governed business context, with lineage and discoverability published to Microsoft Purview. It will be available at no additional charge to licensed customers of the Semarchy Data Platform for Microsoft Fabric, and joins the Semarchy Fabric CLI, generally available since March 2026.

NTT DOCOMO BUSINESS, Inc., formerly NTT Communications Corporation, has migrated its shared internal Oracle-based database platform to Oracle Autonomous AI Database on Oracle Cloud Infrastructure, moving tens of terabytes of data off its on-premises environment and cutting database license costs by 43 percent. The shared platform hosts critical internal systems including network management, security, and service operations, and currently supports 12 critical internal systems connected to approximately 400 servers. Akihiro Ito, senior vice president of the Integrated Service Operations Division at NTT DOCOMO BUSINESS, said the flexible consumption model delivered the 43 percent license-cost reduction versus on-premises, while automation of patching, backups, and routine maintenance has significantly reduced day-to-day administrative work. To strengthen business continuity, the company implemented a disaster recovery architecture across two Oracle Cloud regions in Japan, which it says supports stable operations and faster recovery from disruptions. The company added that automated backups, patching, and maintenance have cut the time and effort needed to address security vulnerabilities and enabled faster responses to AI-enabled cyberattacks and emerging vulnerabilities.

MongoDB interim president and CEO Dev Ittycheria said the company is not in a rush to find a permanent successor to Chirantan "CJ" Desai, who left after roughly 11 months to lead a new AI platform for enterprise customers at Meta Platforms. Speaking on Bloomberg The Close, Ittycheria said Desai's departure was not anticipated but that the business is on solid footing, and he attributed the move to a very lucrative financial offer from Meta rather than any issue at MongoDB. At the company's investor day, MongoDB raised its long-term revenue growth guide from high teens to 20 plus percent, lifted its Atlas guidance from 20% to the mid 20s, and committed to double-digit growth in its EA business, which it said it had not seen in the last couple of years. Ittycheria also pointed to strong guidance for profitability and cash flow, citing secular AI tailwinds, and said MongoDB's newest version Alice 9.0 and a new capability called Alice Infinite push the envelope of elasticity and scale for agentic workloads. He added that MongoDB expects to be a net beneficiary as customers move brittle, expensive legacy applications to modern platforms, and that buying behavior has shifted as customers weigh IP protection, data residency, choice and cost.

HumanTronik announced it has acquired CloudMoyo, combining HumanTronik's enterprise AI platform with CloudMoyo's Microsoft engineering depth, Icertis Contract Intelligence expertise, and forward-deployed delivery teams across the United States. Financial terms of the deal were not disclosed. CloudMoyo will continue to operate under its own brand, with no change to existing customer teams, contracts, or service commitments. CloudMoyo brings more than a decade of Microsoft engineering depth across Azure, Fabric, and Foundry, and its customers include global enterprises such as Expeditors, GMXT/Ferromex, Terracon, Investors Title Insurance Company, and AIDS Healthcare Foundation. The combined company operates across San Francisco, Seattle, Singapore and Pune.

CAS, a division of the American Chemical Society, announced a collaboration with Novartis Biomedical Research to enhance reaction data accessibility and support AI-enabled research. Under the initiative, CAS will apply its data transformation services through CAS Intelligence Hub to organize and standardize Novartis' extensive collection of proprietary experimental reaction data, making it searchable alongside more than 160 million scientist-curated reactions from the CAS Content Collection. CAS will also work with Novartis to develop a customized discovery platform built on the CAS SciFinder architecture, designed to let Novartis researchers search, analyze, and cross-reference their enriched internal reaction data and CAS data simultaneously. Tim Wahlberg, Interim President of CAS, said the collaboration reflects the critical importance of a strong scientific data infrastructure alongside domain-specific technology and expertise for drug discovery workflows. The effort addresses the long-standing challenge of searching internal and external data together and lays the foundation for future CAS platform capabilities, including large language models and agentic AI.

Truepic announced that its image and video authentication capabilities are now available within Verisk's ClaimSearch platform, letting claims adjusters request verified visual evidence directly inside their existing workflow after a fraud alert. Verisk, a strategic data analytics and technology partner to the global insurance industry, operates ClaimSearch as a claims intelligence network used to detect fraud, identify patterns and evaluate claims more efficiently. Truepic authenticates each image and video at the moment of capture and runs it through more than 50 built-in fraud checks, and the capability can be triggered automatically by customizable, rules-based automation. The company cited Verisk's State of Insurance Fraud study from March 2026, which found that 36% of consumers say they would alter a photo to strengthen an insurance claim and 99% of carriers report having encountered AI-manipulated claim documentation, while only 32% of insurers are very confident in identifying deepfakes. Truepic Vision is available now to all carriers using Verisk's ClaimSearch.

CData Software launched CData Connect AI Gateway, a new control point connecting AI agents and the people who work with them to enterprise systems, available through an early access program beginning September 29, 2026. The Gateway is built on CData's data layer, which already powers Palantir, Google, hundreds of enterprise products and thousands of customers worldwide, and it exposes hundreds of CData-built connectors as governed tools over live systems including SAP, NetSuite, Salesforce, warehouses, databases, and on-premises and legacy environments. It enforces permissions down to the record, validates changes against each system's own business rules before they commit, and routes every request to the most efficient model, with spend attributed and budgeted by team, agent, model and tool. In CData Labs research, prompts run through CData's connectors returned correct results 98.5 percent of the time across CRM, project management, data warehouse and ERP systems, against 65 to 75 percent for competing MCP approaches, and a second study of 22 models found the least expensive returned the same correct answer at 178 times lower cost than the most expensive. Adobe AI Software Lead Padmakar Pasala said CData Connect AI gave its agents live, governed access to applications like SAP, cutting test delivery from 10 weeks of manual effort to about one, a 10x acceleration. CEO and co-founder Amit Sharma said the Gateway answers questions of control from one control point, letting companies hand agents real responsibility and stand behind every answer and every action.

Snowflake completed private offerings of zero-coupon, senior unsecured convertible notes totaling US$3.75 billion in late September 2026, split between maturities in 2029 and 2031 under Rule 144A. Alongside the financing, Liquibase announced the availability of Liquibase Secure on Snowflake Marketplace, a third-party tool that helps customers automate and govern data-related changes. The zero-interest convertible raise is seen mainly as affecting near-term debate around dilution and balance sheet risk rather than Snowflake's core thesis, while the Liquibase launch reinforces the company's push to sit at the center of governed, auditable data change. Snowflake's narrative projects $11.9 billion in revenue and $202.2 million in earnings by 2029, with a fair value estimate of $425.19, a 30% upside to its current price. Some of the lowest-estimate analysts assume about 23 percent annual revenue growth but no profits within three years, a picture that could shift if the fresh zero-coupon debt and potential dilution reshape expectations.

ClickHouse announced a significant expansion of its strategic collaboration with Microsoft at The European Microsoft Fabric + SQL Community Conference in Barcelona, Spain, encompassing four major milestones. The company launched a native ClickHouse workload for Microsoft Fabric, now in public preview through the Fabric workload hub, which brings the ClickHouse query engine directly into the Fabric experience and accelerates OneLake queries to sub-second response times. ClickHouse support for reading Apache Iceberg tables from OneLake using OneLake Table APIs is now generally available, while support for writing Iceberg tables to OneLake with credential vending is in public preview. ClickHouse Bring Your Own Cloud is now available to Azure customers through the Microsoft Marketplace, letting organizations run ClickHouse Cloud inside their own Azure tenant while ClickHouse manages provisioning, upgrades, monitoring, and scaling. Yury Izrailevsky, President of Product and Engineering at ClickHouse, said the engineering teams worked closely together so these capabilities are seamlessly integrated into the Microsoft data platform rather than layered on top of it, and Dipti Borkar, Vice President of Microsoft IQ and OneLake at Microsoft, said joint customers have more best-in-class analytical engines to choose from without moving or copying data between platforms.

Nokia Oyj is extending its partnership with Microsoft Corporation to build an agentic, unified data foundation that combines Nokia Data Suite with Microsoft Fabric to enable AI-driven telecommunications network operations. The collaboration integrates network data products with Microsoft's cloud analytics and AI capabilities, allowing operators to access structured network data in minutes rather than weeks, and the solution is currently available, building on existing agreements across cloud infrastructure, security, and AI workloads. For Nokia, the integration accelerates monetization within its AI & Cloud segment, where order intake reached €2.8 billion in Q2 2026 and net sales to AI & Cloud customers surged 105% year-over-year, supported by €2.78 billion in net cash. For Microsoft, the move strengthens Azure's enterprise ecosystem, supporting Azure's 43% revenue growth in Q4 FY26 and expanding Microsoft Cloud revenue beyond its $59.3 billion quarterly base. Nokia's reported operating margin fell to (1.0)% in Q2 2026 on accelerated restructuring expenses, while Microsoft's FY26 total revenue reached $331.8 billion amid heavy AI infrastructure spending.

The People's Bank of China and seven other departments jointly issued the Guiding Opinions on Financial Support for Expanding Capacity and Improving Quality in the Service Sector, proposing to empower the innovative development of software and information technology services. The opinions guide financial institutions to comprehensively use diversified tools such as credit, bonds, and equity to support the development of AI plus software, promote innovative breakthroughs in intelligent programming tools and industrial software, the building of basic software ecosystems and open-source communities, and the application of smart audio-visual system ecosystem scenarios, while also developing new business forms such as agent-as-a-service and model-as-a-service. The opinions also propose improving financial safeguards for the digital and intelligent transformation of manufacturing, actively meeting financing needs in areas such as AI technology research and development, the construction of high-quality industry datasets, the expansion of application scenarios, and the cultivation of industrial ecosystems. They also encourage financial institutions to provide medium- and long-term financing for the construction of digital infrastructure such as information transmission, data, and information technology, and to strengthen financial support for the national computing power layout, edge computing construction, and intelligent computing cloud service systems.

SAP SE reported second-quarter 2026 cloud revenue up 24% to €6.3 billion, with total revenue rising 11% to €9.9 billion and current cloud backlog growing 26% to nearly €23 billion. AI and SAP Business Data Cloud were embedded as key pillars in more than 90% of SAP's 50 largest deals. The company's new Business AI platform is built around three pillars — build, context and reason, and run and govern — spanning Joule Studio, SAP Business Data Cloud, Dremio, Reltio and Prior Labs, and is being extended through Joule Work, a single interface for collaborating with AI agents. Following Sapphire, beta programs for the new platform, Suite and Joule Work were immediately oversubscribed, and SAP plans to release nearly 50 assistants by the end of the third quarter and more than 400 Autonomous Suite agents by year-end. SAP's RISE and GROW with SAP offerings have driven strong uptake of its AI ERP migration toolchain, with customers achieving up to 30% lower ERP migration costs, and management expects outcome-based pricing and value-based monetization of AI agents to accelerate AI cloud revenue over the next 12 months. For 2026, management expects cloud revenue between €25.8 billion and €26.2 billion, cloud and software revenue of €36.3–€36.8 billion and approximately €10 billion in free cash flow.

VAST Data has announced the launch of VAST DataEnclave, a confidential AI capability that securely integrates leading AI models with sensitive enterprise data. Leveraging NVIDIA Confidential Computing, DataEnclave lets AI models from providers including Cohere, CrowdStrike, and Deepgram operate in secure environments, protecting both customer data and AI model intellectual property. The offering targets highly regulated industries such as financial services and healthcare, where sensitive data must interact with state-of-the-art AI models while remaining within trusted infrastructure. The initiative marks a significant step toward a more encrypted and secure AI ecosystem, with AI models managed alongside data to safeguard enterprise intellectual property.

Oracle has launched Oracle Life Sciences Data Intelligence, a cloud native platform that combines real-world data, domain-trained AI capabilities, and advanced analytics in a single connected environment for pharmaceutical research teams. The platform's data foundation includes Oracle Health Real-World Data, comprising more than 122 million de-identified patient records, and lets researchers use natural language to explore and refine patient cohorts, perform outcome analyses, and automate multistep research workflows. Seema Verma, executive vice president and general manager of Oracle Health and Life Sciences, said fragmented data and disconnected workflows continue to slow the path to discovery, and that Oracle's combination of real-world data and domain-specific AI tools helps researchers conduct studies and explore data in natural language. The solution, formerly known as Oracle Life Sciences AI Data Platform, unifies customer, third-party, and Oracle Health data in a secure environment with enhanced data governance, and is designed to work across Oracle's broader ecosystem including OCI, Oracle Life Sciences, Oracle Fusion Cloud applications, and Oracle Health solutions. Dr. Nimita Limaye, Research Vice President for Life Sciences R&D Strategy and Technology at IDC, said AI is an operational imperative for the industry that creates value only when researchers can trust it, and that Oracle is bridging that gap by turning complex research questions into credible evidence faster.

Salesforce CEO Marc Benioff used Dreamforce 2026 in San Francisco to launch AIforce, the company's biggest product launch in years, and again branded Microsoft's Copilot "the new Clippy." Salesforce is positioning AIforce as an open, provider-agnostic layer that works across multiple AI systems, including Anthropic's Claude through an integration called Claudeforce that the company says guarantees zero data retention by the model provider, as well as ChatGPT and Slack. The announcement came alongside a reiterated fiscal 2030 revenue target of $63 billion. Benioff framed AIforce as the answer to what he calls the "Fantasyland" problem, arguing rivals such as Copilot lack the dependable, controlled business-data layer needed to run enterprise operations, extending a public feud that dates to Dreamforce 2024. Stifel raised its price target on Salesforce to $300 from $275 while reaffirming a Buy rating, citing six revenue channels for monetizing the new AI stack, including additional core licenses, premium SKU upgrades, Agentforce spending, Data 360, Agent Fabric and Guardian, and APIs, MCPs and related infrastructure. Salesforce shares closed at $255.65 on September 15 after a nearly 34% rally over the previous month, following a rough start to 2026 in which the stock fell as much as 37%, and the most recent quarterly results showed $11.35 billion in revenue, beating Wall Street projections on both the top and bottom lines.

Tencent Cloud has announced the official launch of Tencent Cloud DataBuddy, a fully managed, agent-native Data plus AI workbench that joins Tencent CodeBuddy and WorkBuddy as the company's third assistant-class product. The platform embeds intelligent agents as core components that understand business logic, execute operational tasks, and operate within a governed framework, and it currently supports four primary agent scenarios: Data Engineering, Data Governance, Data Analytics, and Data Science. Tencent Cloud said the Data Science scenario reduces model deployment from 30 days to 7. The platform rests on three foundations: Unity Semantics, a business semantic layer delivering 95.9% analysis accuracy versus 83.5% for plain Natural Language to SQL; an Agent Runtime layer built for governance, auditability and data controls; and OneOps, which unifies DataOps, MLOps and AIOps in one platform, together delivering 5x to 10x efficiency gains across data teams. Tencent Cloud DataBuddy is currently available in markets including China, Thailand, South Korea and Indonesia, with rollouts under way across Europe, North America and South America, and enterprises can connect existing OLAP engines with zero data movement or adopt the unified storage and compute platform while retaining full control over data sovereignty.

Alibaba Group's external cloud revenue growth reached a multi-year high in the June quarter, with AI-related product revenues sustaining triple-digit year-over-year growth for 12 consecutive quarters and now representing more than a third of external cloud revenues. At its September 2026 Apsara Conference, Alibaba outlined its next-generation Qwen roadmap, confirming that its upcoming Qwen 4 model is already in training, with future Qwen 4.5 and Qwen 5 versions projected to scale toward 5-10 trillion parameters, and introduced a new proprietary AI chip alongside an agentic cloud architecture and a mobile AI agent platform. For its first-quarter fiscal 2027, Alibaba reported sharply higher capital expenditure year over year as it continues drawing down a previously announced three-year AI infrastructure investment plan, with a meaningful portion of that multi-year budget already deployed. Management guided that cloud revenue growth is expected to keep accelerating in coming quarters, with EBITDA margins expanding sequentially, and reiterated a longer-term ambition of a much larger external cloud revenue base with materially higher margins by decade's end, while its Model-as-a-Service annualized revenue run rate is targeted to roughly double by fiscal year-end. The Zacks Consensus Estimate for fiscal 2027 earnings is pegged at $6.87 per share, implying 76.61% year-over-year growth, even as BABA shares have plunged 18.6% year to date, underperforming the Zacks Internet – Commerce industry's 3.4% growth and the Retail-Wholesale sector's 1.4% decline.

WisdomAI announced that its Agentic Analytics platform is now embedded natively in Teradata's new agentic coworker for enterprise data work, Tera, available within Teradata's Autonomous Knowledge Platform in the fall of 2026. The integration brings WisdomAI's deterministic agentic analytics platform to Teradata's enterprise customers, letting business users talk to their data in natural language, build live apps from a single prompt, and deploy proactive AI agents that monitor KPIs, surface root causes, and drive the next action across structured, semi-structured, and unstructured data alike. Inside Tera, WisdomAI executes every query directly on Teradata's governed data foundation, with security, lineage, and access controls fully intact, making over 95% accurate agentic BI viable on the regulated, high-performance workloads that have historically been off-limits to AI-driven analytics. The integration also brings WisdomAI together with Tera Context Engine, which gives agents governed business context including industry data models, canonical metrics, business logic, lineage, and policies. The integration will be generally available with the Teradata Autonomous Knowledge Platform on Teradata Cloud in the fourth quarter of 2026, with availability on Teradata Factory to follow.

Jim Cramer recommended buying Nokia during the Lightning Round of CNBC's "Mad Money" on Sept. 16, calling it "a terrific situation" and saying "I would be a buyer right here." Nokia shares closed at $10.60 on Sept. 17, up about 62% year to date and more than 130% over the past 12 months, though the stock still trades far below its peak of around $29. Cramer's call rested on valuation: Nokia trades at approximately 22 times forward earnings, unusual in a market where AI-linked stocks usually see more than 30 times, and he contrasted it with BWX Technologies, which he passed on because its "price-to-earnings multiple at 30 times is too high." The endorsement came a day before Nokia disclosed on Sept. 17 an expanded partnership with Microsoft that integrates its Nokia Data Suite with Microsoft Fabric, a joint solution the companies say cuts the weeks telecom operators normally need to prepare network data for AI applications down to minutes; shares rose around 3.8% on the news. In the second quarter, Nokia's revenue from artificial intelligence and cloud customers more than doubled year over year to approximately $509 million, order intake in that category reached 2.8 billion euros, roughly $3.2 billion at current exchange rates, and comparable operating profit rose 18% to 434 million euros, though reported net income fell to just 5 million euros and free cash flow dropped into a deficit of 732 million euros, or approximately $835 million, largely on 445 million euros of restructuring costs. Under CEO Justin Hotard, who took over in April 2025 after running Intel's data center division, Nokia has repositioned itself as one of the few Western vendors selling core equipment for AI data centers, supplying optical networking gear, IP routers, and fiber infrastructure to hyperscalers such as Microsoft and Google.