Bloomberg Surveillance · Wednesday, September 23, 2026
Amidst the evolving AI landscape, companies focused on data management, such as Databricks, are seen as potential winners. As long as computing power expands and AI adoption accelerates, firms that handle and segment data are well-positioned to benefit from the thematic shift, irrespective of specific AI applications.
“You know, one company that's private is Databricks in that regard. There are public companies that compete with Databricks. And so, you know, those seem to be in some sense like winners regardless of the evolution of this sort of thematic.”
“As long as compute power is expanding, as long as AI agentic adoption is accelerating, you would think companies that are sort of in that data segment would be well positioned.”