Cognite vs Databricks
Side-by-side comparison of AI visibility scores, market position, and capabilities
Cognite is the leader in industrial DataOps and AI, exceeding $170M ARR in FY2025; raised $150M Series B in March 2026 and named IDC MarketScape Leader for Worldwide Industrial DataOps Platforms.
About
Cognite is a Norwegian industrial software company that provides an AI-native data platform purpose-built for asset-heavy industries such as energy, manufacturing, and utilities. Founded in 2016 as a spinout from Aker ASA, Cognite Data Fusion (CDF) integrates data from OT systems (SCADA, historians, sensors), IT systems (ERP, MES), and engineering data sources into a unified industrial knowledge graph that enables AI-driven decision-making at scale. The platform helps operators reduce unplanned downtime, optimize maintenance schedules, improve energy efficiency, and accelerate digital transformation across complex industrial assets.
$4.8B revenue run-rate; 55% YoY growth; $134B valuation (Series L). Mosaic AI for enterprise LLM fine-tuning and inference; Unity Catalog for data governance. DBRX open-source model; every major enterprise AI deployment runs on the lakehouse.
About
Databricks was founded in 2013 by the original creators of Apache Spark — Ali Ghodsi, Matei Zaharia, and five other UC Berkeley researchers — to unify data engineering, analytics, and machine learning on a single platform. The company commercialized the lakehouse architecture, combining the flexibility of data lakes with the reliability of data warehouses. Databricks runs on AWS, Azure, and GCP and leads the commercial distribution of the open-source Delta Lake and MLflow projects.\n\nThe platform includes the Databricks Lakehouse for unified data processing, Unity Catalog for governance and lineage tracking, and Mosaic AI for enterprise LLM fine-tuning, model serving, and generative AI application development. It supports data engineering, SQL analytics, BI, feature engineering, and model training within a single governance perimeter, serving enterprises in financial services, healthcare, manufacturing, and media.\n\nDatabricks achieved a $4.8 billion annualized revenue run-rate in early 2025 with 55% year-over-year growth and a $62 billion valuation from its Series L round — one of the most valuable private software companies globally. Its dual role as the leading commercial lakehouse vendor and steward of influential open-source projects gives it a unique ecosystem advantage as enterprises accelerate investment in AI infrastructure.
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