Shay Boloor(@StockSavvyShay):AI agents are turning $NBIS backed ClickHouse into one of the fastest-growing pieces of the data stack with ARR surpassing $350M. OpenAI usage has reportedly jumped ~10x to more than 30 petabytes per day while shifting parts of its log workload from $DDOG.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.08.25 14:44

AI agents are turning $NBIS backed ClickHouse into one of the fastest-growing pieces of the data stack with ARR surpassing $350M. OpenAI usage has reportedly jumped ~10x to more than 30 petabytes per day while shifting parts of its log workload from $DDOG.

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