Side-by-side comparison of AI visibility scores, market position, and capabilities
Rockset is a real-time analytics database enabling sub-second SQL queries on streaming and operational data, acquired by OpenAI in 2024 to power its infrastructure.
Rockset is a real-time analytics database company founded in 2016 by Facebook engineering veterans that built a cloud-native database optimized for sub-second SQL queries on live streaming and operational data. The platform enables developers and data engineers to run complex analytical queries on data that is continuously ingested from sources including Kafka, DynamoDB, S3, and MongoDB without the latency of traditional batch ETL pipelines. Rockset's Converged Index technology pre-processes and indexes all fields in ingested data automatically, enabling fast queries without requiring users to define schemas or indexes upfront. The company raised $105M and served hundreds of customers building real-time analytics features including personalization, fraud detection, and operational dashboards. In 2024, OpenAI acquired Rockset to power the retrieval infrastructure underlying its AI products, recognizing the need for fast vector and structured data search at the scale of OpenAI's user base. The acquisition validated Rockset's technology for demanding real-time search and analytics workloads and brought the team and infrastructure into OpenAI's engineering organization.
Azure grew 33% YoY in Q2 FY2025, with AI services contributing 13 points of growth — the fastest-growing major cloud platform driven by OpenAI partnership.
Microsoft Azure is Microsoft's cloud computing platform — the #2 global cloud infrastructure provider (approximately 22-23% market share) — offering over 200 cloud services including virtual machines, Azure Kubernetes Service, Azure SQL Database, Cosmos DB, Azure AI and Cognitive Services, Azure OpenAI Service, and the deep integration with Microsoft 365, Dynamics 365, GitHub, and the broader Microsoft software ecosystem. Listed on NASDAQ (NASDAQ: MSFT), Azure is part of Microsoft's Intelligent Cloud segment which generated $105+ billion in fiscal year 2024 revenue, with Azure representing the largest and fastest-growing component.
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