Databricks CEO: We're hosting open source models like Kimi and running out of GPUs
Ali Ghodsi, Databricks CEO, joins 'The Exchange' to discuss the company's latest funding round, the capabilities of Chinese AI models and much more.
Cofounder and CEO, Databricks
Search every verified Ali Ghodsi interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Ali Ghodsi, cofounder and CEO of Databricks, has been speaking publicly about the company’s recent fundraising, product launches, and his views on the state of artificial intelligence. In July 2026, Ghodsi said on CNBC that Databricks was fundraising at a $188 billion valuation, driven by customer demand for open-source AI models such as Kimi and a resulting shortage of GPUs. He stated that the company’s Unity AI Gateway product, which allows customers to use both open-source and proprietary models, had seen explosive demand. At the company’s Data + AI Summit in June, Ghodsi announced the open-sourcing of a new project called Open Sharing, which he described as a superset of Delta Sharing that enables sharing of data, AI agents, skills, and models. He also noted that over 100,000 people had signed up for the event, making it the largest data and AI conference in the world. Ghodsi has repeatedly argued that artificial general intelligence (AGI) has already been achieved, stating that the current constraint on AI productivity is not intelligence but context. He said that AI models are already smart enough but lack the enterprise context—such as data, processes, and organizational knowledge—to be fully useful in the workplace. He described Databricks’ Lakehouse as a “system of record for agents” and highlighted new products including Customer Lake for marketing and Lake Watch for security. On the topic of an initial public offering, Ghodsi said he believes 2026 is a “terrible year” to go public due to macroeconomic uncertainty and the presence of several large IPOs, and that Databricks, which he said does not burn capital, can afford to wait for more stable conditions. He also noted that the company may raise additional private capital before going public.
“We believe that AGI is already here. Okay. So artificial general intelligence has already arrived. Um in fact I came to the United States to do research at UC Berkeley at the lab called the AMP lab where the A was for algorithms and AI. It was the largest AI lab at this time 2009 and actually this conference came out o...”
“We're going to see more software be written than ever in the history of mankind. Okay. Uh all that software that your organizations are going to write using LLMs and coding tools need a database behind the scenes. Let's make sure it's just open source lakebased postquest with low cost.”
“AGI is already here. Intelligence is not the constraint. What is the constraint? It's the context. These AIs are plenty smart. Anyone who's interacted with them. If you just ask a big audience, you know how many you think this is super smart, smarter than many of the people you work with or you know have around you? Mo...”
“The cost of creating software is almost going to zero. Anyone can create software anywhere right now. But the problem with that is every piece of software that you're creating needs a database behind the scenes. That's just how software works. That's why we have these big database companies. But these databases were ac...”
“We're investing heavily into these new product categories. We just launching a completely new product for our that's called Customer Lake, which is an area of marketing. So we're, you know, targeting marketing folks, which is not an area where we used to be active. You know, two months ago we launched a security produc...”
“I think that, you know, it's just there's three mega IPOs that have been rumored. One of them happened. You know, so letting those kind of go through the system and see how that sort of plays out and things stabilize a little bit. And I think that, you know, getting a little bit further into sort of AI revolution that...”
“I think the biggest opportunities I think guys here. So I think the we don't need more intelligence. We need context for the AI. The AIS without context are useless.”
“The biggest shocker for me is that it used to be that, you know, GPT four comes out, it could dominate for six months or so on. And then, you know, just not long ago, uh, the saying was that, you know, frontier models only last three months, a quarter. So even if you have the world's best AI model, it'll only last, you...”
“Now we're seeing that corporations IT departments leadership is freaking out about the cost costs. You know. And they're saying this is insane because, you know, when you see these companies, you know, got $30 billion of revenue just in one quarter out of nowhere. Well, someone is paying for that. So on the other side,...”
“Chinese models. Open source models are absolutely dominating. You know, and when people have the choice to use them. Yeah. It's like, hey, would you want to pay $30 million or $1 million? Well, you have to have used a Chinese model. Okay, fine.”
“I just think that, uh, there's, uh, if you have, like, big dislocations happening and there's big things happening, you know, election year, there's, you know, there's macroeconomic indicators that, you know, could be great, could not be great. We don't know right now, uh, you know, there is, uh, uncertainty, you know,...”
“I believe we actually already have AGI. Artificial general intelligence already arrived. We already have... We don't need AI to get smarter. It just is lacking context. If we could capture all the context of all the conversations we're having and everything that's happening in the processes... If you could feed that to...”
“We think in the next nine months well, let's say, year round, one year or two years, we're gonna have more software being written than in all history of mankind. You know, you no matter how you back into it, this kinda checks out. Okay. With so much software being written, there's gonna be so much demand for all the ot...”
“We will also be a public company. I just think... Because, you know, at our scale, you know, I think we raised $20,000,000,000. At these scales, we're almost trying to create a market transaction mechanism for our employees, which, you know, it's 10,000 right now. But if you take all of them, the prior employees, it's...”
“AI doesn't have an intelligence problem. AI has a context problem. How do we feed it that context? And that context is in the data.”
Ali Ghodsi, Databricks CEO, joins 'The Exchange' to discuss the company's latest funding round, the capabilities of Chinese AI models and much more.
Databricks Co-founder and CEO Ali Ghodsi opens Data + AI Summit 2026 and outlines how the Databricks platform solves the ...
AI is already smart enough, but it lacks the right context to reach the level of AGI. Databricks CEO Ali Ghodsi talks about the current state of enterprise AI, how companies' databases are not built for an AI-native world, and why Databricks is not planning on going public just yet. He speaks with Ed Ludlow on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Technology on YouTube: / @bloombergtechnology Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: • "Bloomberg Tech" With Ed Ludlow Get the latest in tech…
Ali Ghodsi, Co-Founder & CEO at Databricks discusses unified data platforms, AI infrastructure and enterprise strategy with ...
Ali Ghodsi, Databricks co-founder & CEO, says we have already reached artificial general intelligence, but the AI is just lacking context to be more productive. He argues that is the problem everyone should focus on right now with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco. -------- Like this video? Subscribe to Bloomberg Technology on YouTube: / @bloombergtechnology Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: • "Bloomberg Tech" With Caroline Hyde and Ed... Get the latest in…
CNBC's Jim Cramer speaks to Ali Ghodsi, co-founder and CEO of Databricks, to break down the company's fundraising and efforts to improve artificial intelligence.
Databricks Co-Founder and CEO Ali Ghodsi introduces the Open Security Lakehouse, an architectural pattern designed to help organizations move away from proprietary security vendor lock-in. In this session from RSAC 2026, he details a strategy for modernizing security data infrastructure: Data Ownership and Open Formats: The benefits of storing all data types in open formats like Parquet, Delta, and Iceberg within your own cloud account. The Shift from Legacy SIEM: Why moving data out of proprietary systems can improve scalability and manageability while reducing spiraling costs. Federated Dat…
@Databricks CEO Ali Ghodsi and I had a fast-paced conversation covering some of the company’s biggest current themes, including Lakewatch, Genie Code, Dashboards, the broader platform direction, and the IPO question. The discussion gets into how Databricks is thinking about where the market is going, how AI is reshaping the platform experience, and what that means for customers, builders, and the business overall. Chapters 00:00 Intro w/ Ali Ghodsi 00:12 Lakewatch 02:03 Genie Code 05:11 AI/BI Dashboards and Gene 08:38 Databricks IPO Chat 09:34 Lessons Learned If you enjoyed this video, ple…
Ali Ghodsi, Databricks CEO, joins 'The Exchange' to discuss the company's entrance in the cybersecurity market.
Databricks has launched Genie Code, a built-in autonomous AI assistant for technical talent, and announced the purchase of Quotient AI. Databricks CEO Ali Ghodsi discusses the moves with Caroline Hyde and Ed Ludlow on "Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: / @bloombergtechnology Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: • "Bloomberg Tech" With Caroline Hyde and Ed... Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/techno…
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