Databricks Strategy: Why Big Software Cos Should Sell Inference
directioncorrec · x · 2026-08-23
An analysis of Databricks' strategy suggests that large software companies with captive ecosystems (e.g., Salesforce, ServiceNow) should be selling inference. Inference represents the largest market, acting as a hyperscaler-like growth lever. Failing to report it as a distinct AI business unit and enter the game means leaving this lever idle and allowing other layers to encroach on their turf.
Related event: Big Software Firms Should Sell Inference, Analysts Say(3 posts)→
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