EVR-ISI Software: Daily Cloud Bytes (Databricks Summit, ChatGPT & More)

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EVR-ISI Software: Daily Cloud Bytes (Databricks Summit, ChatGPT & More)

Technology | Software

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June 16, 2026

Kirk Materne, CFA EVR-ISI Software: Daily Cloud Bytes

212 497 0873 (Databricks Summit, ChatGPT & More) kirk.materne@evercoreisi.com

Peter Levine EVR-ISI Software Daily Nugget: Good morning. We will be attending

212 497 0833 the Databricks Data + AI Summit in San Francisco today, with a

peter.levine@evercoreisi.com particular focus on sessions covering enterprise AI adoption, agentic

Peter Burkly application development, data governance, semantic layers, and

212 497 0831 application development tools. We are also interested in Lakebase and

peter.burkly@evercoreisi.com Databricks' efforts to unify operational databases, analytics, and AI

Bill McNamara workloads on a single platform, as well as broader discussions around

212 446 5626 enterprise AI deployment and use cases. We will also be evaluating

bill.mcnamara@evercoreisi.com customer adoption, monetization opportunities, and spending priorities

Charlie Zhou through keynote presentations, customer case studies, and partner

646-551-8513

discussions featuring OpenAI, AWS, Accenture, Deloitte, Mastercard, charlie.zhou@evercoreisi.com

PepsiCo, and others. Overall, we expect the conference to provide Vinod Srinivasaraghavan, CFA

646-551-8831 valuable insight into enterprise AI spending priorities, platform

Vinod.Srinivas@evercoreisi.com consolidation trends, and the evolving competitive landscape across

data, analytics, and AI software. Lastly, we would highlight a recent

Weekly Video: TechCrunch article citing Sensor Tower data showing that competition

across AI assistants remains robust. While ChatGPT remains the

market leader, its share of the global AI assistant market has fallen