M. V. Cunha(@mvcinvesting):$NBIS 🚨 OpenAI's usage of ClickHouse has reportedly jumped 10x over the past year, as the company increasingly relies on it for large-scale logging, monitoring, and AI workloads. CEO Aaron Katz said gross margins are around 50-70% and that ClickHouse could become cash-flow positive next year if it chose to. Instead, management plans to keep investing aggressively in growth.

M. V. Cunha

@mvcinvesting

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

Joined July 2020

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M. V. Cunha@mvcinvesting

2026.08.25 14:26

$NBIS 🚨 OpenAI's usage of ClickHouse has reportedly jumped 10x over the past year, as the company increasingly relies on it for large-scale logging, monitoring, and AI workloads. CEO Aaron Katz said gross margins are around 50-70% and that ClickHouse could become cash-flow positive next year if it chose to. Instead, management plans to keep investing aggressively in growth.