Databricks
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We expect enterprise data context and enforceable access to become a major Alignment position. Its forecast also assumes developers increasingly build agent workflows within its environment.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 40 | 45 | 50 |
| Interface | 65 | 75 | 80 |
| Alignment | 80 | 85 | 90 |
| Energy | 5 | 5 | 10 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 63.8 to 73.8; the rank moves from #27 to #19.
Compute 40 → 50; Interface 65 → 80; Alignment 80 → 90; Energy 5 → 10.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Open standards or cloud-native catalogs displace its authority over AI execution.
Research behind the judgment
Unity Catalog describes governance for data, models, and agents, with permissions, lineage, and AI gateway controls.
- Unity CatalogCurrent product documentation · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.