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Chronicles

The story behind the story

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ClickHouse, a Snowflake challenger that offers an OLAP database management system, raised $400M led by Dragoneer at a $15B valuation, up from $6.35B in May 2025

Bloomberg Dina Bass

Context & Ripple Effects

ClickHouse’s latest financing follows a $350 million round in May 2025 that valued the OLAP database company at $6.35 billion, after its 2021 $250 million financing at a $2 billion valuation. The new round sharply resets the company’s private-market benchmark in a category where Snowflake is the named incumbent challenger.

First-order effects

  • ClickHouse adds $400 million of capital and receives a $15 billion valuation, materially above its May 2025 benchmark.
  • Dragoneer becomes the lead investor in the new round, while ClickHouse gains a stronger funding base for its OLAP database business.

Second-order effects

  • The valuation step-up raises the competitive and fundraising bar for other analytics-database vendors seeking to position themselves against Snowflake.
  • Snowflake and ClickHouse customers will have a more strongly capitalized alternative in the OLAP market, increasing pressure to differentiate on product and commercial execution.

Third-order effects

  • If comparable financings persist, private investors may increasingly concentrate capital in data-infrastructure companies that can credibly challenge established cloud-data platforms.
  • The move fits a market in which funding scale itself can become a competitive input for infrastructure vendors, though this single round does not establish a broader repricing on its own.

The trend: Data-infrastructure challengers are attracting larger late-stage rounds as investors back platforms positioned to compete with established cloud-data vendors.

Discussion

  • @mvcinvesting M. V. Cunha on x
    🚨 JUST IN: ClickHouse has raised $400M at a $15B valuation, up from $6.35B in May 2025. VERY bullish for $NBIS. - ARR now at “several hundred million dollars” - Not yet ready to go public, management wants to improve several things first - Over half of revenue comes from [image]
  • @endicottinvests Nate Endicott on x
    $NBIS CLICKHOUSE LANDS AT $15B VALUATION🔥🔥 That would make $NBIS stake $4.2B if they weren't diluted... SHEESH Confirmed via Bloomberg [image]