OpenAI has increased its usage of the ClickHouse database 10 fold over the past year to more than 30 petabytes of data per day, or roughly 30 trillion events daily. The company’s annual recurring revenue surpassed $350 million, a 40% increase since May, driven by demand for database and observability infrastructure as AI agents accelerate. OpenAI shifted parts of its log-management workload from Datadog to ClickHouse over the last 12 months.
ClickHouse was valued at $15 billion in January, up from $6.35 billion eight months prior. The provider reports gross margins between 50% and 70% and acquired Langfuse earlier this year to expand its monitoring of AI applications. Nebius held a 28% stake in ClickHouse as of May 2025, though that position has likely been diluted by subsequent fundraising.
Key sources
- SOURCE@theinformation“demand from AI agents accelerates”x.com
- SUPPORT@wallstengine“gross margins currently range from 50%-70%”x.com
- SUPPORT@stockmktnewz“Nebius $NBIS owned a 28% stake in ClickHouse as of May 2025”x.com
- SUPPORT@stocksavvyshay“OpenAI usage has reportedly jumped ~10x to more than 30 petabytes per day”x.com