Data Infrastructure

Cloud data warehouses and lakehouses provide unified storage and analytics. Vector databases enable semantic search and retrieval for AI applications. Real-time streaming platforms (Kafka, Flink) process events as they occur. Data orchestration engines manage complex pipeline dependencies. Data quality platforms automatically detect anomalies and schema drift. Semantic layers provide business-friendly access to technical data models.

Cloud data warehouses consolidate enterprise analytics. ETL/ELT pipelines move data from source systems to analytical platforms. Vector databases power semantic search and RAG applications. Data catalogs provide governance and discoverability. Real-time streaming enables event-driven applications and operational analytics.

The data infrastructure market is anchored by Databricks ($134B valuation, $5B raise) and Snowflake ($60B+ market cap), with a broad ecosystem of venture-backed companies addressing every layer of the data stack. With 29 funders, Data Infrastructure is a high-conviction SaaS child sector driven by exponential data growth and AI's voracious appetite for structured, high-quality data.