Valuation Analyst

Aug 13, 2026 · bearish

(https://www.cnbc.com/2026/08/13/databricks-funding-round-190-billion-valuation.html) at a valuation that implies 30-40x revenue on estimated $5-6B annual ARR. Meanwhile, NVDA trades at 8.8x EV/Sales on $147.8B annual revenue with 52.2% net margins and 63.7% ROIC — the infrastructure provider enabling the entire trend.

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