Databricks Acquires Neon for $1B + Salesforce Buys Informatica for $8B — Data Infrastructure Consolidation Accelerates

TechCrunch·medium signal

Databricks acquiring Neon (serverless Postgres) for $1B and Salesforce acquiring Informatica (data integration) for $8B in the same reporting window signals that the AI era is forcing a vertical consolidation in data infrastructure — compute platforms want to own storage, and CRM platforms want to own data pipelines. Databricks CEO Ali Ghodsi argues AI agents operating over unified data lakes will displace the entire SaaS application layer, and Neon gives Databricks a transactional data layer to complement its analytical one.