NAND Insider Newsletter: Week of May 12, 2025

Newsletter

Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.

NAND Insider Newsletter: April 21 2025

Newsletter

Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, April 21, 2025.

Quick Take: Databricks Acquires Fennel

Deal

Databricks announced the acquisition of Fennel, a specialized platform focused on feature engineering for machine learning applications. This acquisition bolsters Databricks’ capabilities in feature engineering, especially for real-time and streaming data applications.

Research Note: SAP Business Data Cloud & Databricks Partnership

SAP BDC

SAP recently announced SAP Business Data Cloud (BDC), a fully managed SaaS platform that unifies SAP and third-party data while embedding AI-driven analytics and governance capabilities.

The new solution expands upon SAP Datasphere and integrates with Databricks’ Lakehouse technology to improve data unification, AI adoption, and advanced analytics.

Research Note: Databricks Acquires BladeBridge

Deal

Databricks announced the acquisition of BladeBridge, a provider of AI-powered migration solutions, to facilitate the transition of enterprise data warehouses to Databricks SQL (DBSQL).

BladeBridge automates the migration of workloads from over 20 different data warehouses and ETL platforms, using large language models for code analysis, conversion, and validation.

Quick Take: Databricks to Acquire Tabular

Databricks logo

Databricks announced its agreement to acquire Tabular, a data management company founded by Ryan Blue, Daniel Weeks, and Jason Reid. The acquisition aims to unify the Apache Iceberg and Delta Lake open-source lakehouse formats, enhancing data compatibility for organizations.

Research Note: Databricks DBRX LLM

DBRX

Databricks launched DBRX, a new open, general-purpose Large Language Model (LLM) that sets a new benchmark for performance and efficiency.

DBRX surpasses the capabilities of existing models like GPT-3.5 while also demonstrating competitive performance with closed models such as Gemini 1.0 Pro, making it a formidable player in general-purpose applications and specialized coding tasks.

Quick Take: Databricks Acquires Einblick

Deal

Databricks recently acquired the team behind Einblick, a natural language data science notebook. The acquisition, for an undisclosed amount, is the latest in a series of strategic purchases by Databricks.

Research Note: Databricks Acquires Arcion

Databricks logo

Databricks announced its intention to acquire Arcion, an enterprise data replication specialist and a part of the Databricks Ventures portfolio. The acquisition, valued at over $100 million, is set to bolster Databricks’ capability to natively ingest data from a myriad of databases and SaaS applications into their Lakehouse Platform.