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AI Analytics Firm Dataiku Taps Banks for 2026 U.S. IPO Plans

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Artificial intelligence and data analytics startup Dataiku has selected a group of major investment banks, including Morgan Stanley and Citigroup, to lead its long-anticipated initial public offering (IPO) in the United States, according to sources familiar with the matter.

The New York-based company held an internal meeting on Wednesday to officially kick off IPO preparations, with a potential listing targeted for the first half of 2026, the sources said. However, they noted that timing and deal size remain under discussion and could shift depending on market conditions.

Dataiku, founded in 2013, develops software platforms that help enterprises build, test, and deploy AI-driven analytics applications. The company’s tools are used by more than 700 organizations worldwide, including major corporations such as Johnson & Johnson, Toyota, General Electric, and BNP Paribas.

In January 2025, Dataiku said it had surpassed $300 million in annualized recurring revenue (ARR) — a key milestone signaling strong customer retention and subscription growth.

The company was last valued at $3.7 billion following a $200 million Series F funding round in December 2022, led by Wellington Management with participation from existing backers.

An IPO would mark a major step for Dataiku, placing it among a growing wave of AI and software firms looking to capitalize on investor enthusiasm for artificial intelligence. According to Dealogic, 97 companies went public in the third quarter of this year, raising over $24 billion, marking the busiest period for listings since late 2021.

AI-related firms such as Klarna, Figma, and Anthropic have driven renewed momentum in technology listings as markets recover from a two-year IPO drought.

Representatives for Dataiku and Morgan Stanley declined to comment, while Citigroup did not respond to requests for comment.

Analysts say a successful Dataiku listing could further validate investor appetite for AI infrastructure and enterprise analytics companies, which form a critical layer beneath high-profile players like OpenAI and Nvidia.

“Dataiku sits in a sweet spot between enterprise analytics and applied AI,” said one venture capital analyst. “A well-timed IPO could position it as one of the most important public players in AI software beyond model developers.”

If market conditions remain favorable, Dataiku’s IPO could become one of the largest AI software listings of 2026, solidifying its role as a major competitor in the fast-growing enterprise data intelligence market.

Apple and OpenAI Seek Dismissal of Elon Musk’s Antitrust Lawsuit

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Apple and OpenAI have jointly asked a U.S. judge to dismiss a lawsuit filed by Elon Musk’s xAI, which accuses the two companies of engaging in anticompetitive behavior through their AI partnership.

The lawsuit, filed in August, alleges that Apple’s deal with OpenAI — which integrates ChatGPT into iPhones, iPads, and Macs — is “exclusive” and unfairly limits competition by sidelining Musk’s X platform and its Grok chatbot.

APPLE AND OPENAI REJECT CLAIMS OF MONOPOLY

In court filings on Tuesday, Apple’s lawyers stated that the company’s deal with OpenAI is not exclusive and does not restrict competition in any way.

“Apple and OpenAI’s agreement is expressly not exclusive, and it is public and widely known that Apple intends to partner with other generative AI chatbots,” Apple’s filing said.

OpenAI echoed this argument, accusing Musk of engaging in a “campaign of lawfare” — using lawsuits to attack competitors — and said xAI had failed to demonstrate any concrete harm.

“Musk’s claims are purely speculative,” OpenAI’s attorneys wrote. “xAI has not alleged any direct or anticompetitive harm resulting from ChatGPT’s integration as an option on certain iPhones.”

BACKGROUND OF THE DISPUTE

Apple and OpenAI’s collaboration, announced in June 2024, made ChatGPT accessible across Apple’s ecosystem, allowing users to access the chatbot through Siri and other built-in applications.

Musk, who co-founded OpenAI in 2015 as a nonprofit before it transitioned into a for-profit structure under CEO Sam Altman, has since become one of its harshest critics. He argues that OpenAI has abandoned its original mission of open and safe AI development.

Musk’s company xAI, launched in 2023, operates the Grok chatbot integrated into his social media platform X (formerly Twitter). xAI’s lawsuit seeks billions in damages, claiming Apple’s partnership with OpenAI harms fair market competition.

Musk is also pursuing a separate lawsuit against OpenAI and Altman in California federal court, seeking to reverse the company’s for-profit conversion.

xAI has not yet responded publicly to Apple and OpenAI’s latest motion for dismissal.

CoreWeave Gains Role in Google-OpenAI Cloud Deal to Supply AI Computing Power

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CoreWeave, a specialized cloud computing company built on Nvidia GPUs, has become a key provider in Google’s new partnership with OpenAI, sources told Reuters. Under the deal, CoreWeave will supply computing capacity to Google Cloud, which will then sell these resources to OpenAI to support growing demand for AI services such as ChatGPT. Google will also contribute some of its own computing infrastructure directly to OpenAI.

This arrangement underscores the evolving relationship between major cloud hyperscalers like Google, Microsoft, and Amazon and emerging “neocloud” providers like CoreWeave, which focus heavily on AI workloads. CoreWeave went public in March and already has a significant presence in OpenAI’s infrastructure, holding a five-year $11.9 billion contract and an equity investment of $350 million from OpenAI.

The partnership was expanded last month with an additional agreement worth up to $4 billion through 2029. Bringing Google Cloud onboard as a customer helps CoreWeave diversify its revenue while leveraging Google’s deep pockets to secure better financing for data center expansions. For Google, it enhances its cloud business by tapping into the surging AI market and positions it as a neutral provider of compute resources amid competition with Amazon and Microsoft.

CoreWeave’s stock has surged over 270% since its IPO, reflecting strong investor confidence despite concerns over leverage and GPU demand shifts. Meanwhile, Microsoft, CoreWeave’s former largest customer, is reconsidering its data center strategy and renegotiating investment terms with OpenAI.

Neither CoreWeave, Google, nor OpenAI commented on the details of the deal.