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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.

Microsoft Unifies AI Marketplaces for Business Buyers

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Microsoft announced on Thursday that it is merging its separate AI marketplaces into a single platform called the Microsoft Marketplace, streamlining how businesses access AI tools.

Previously, the company ran one marketplace for software developers building on its Azure cloud and another for AI-powered applications and “agents” designed to complete tasks for end users.

The unified marketplace launched in the U.S. on Thursday and will roll out globally in the coming months. It is aimed squarely at corporate technology buyers, with apps integrated for smooth use alongside Microsoft products. Purchases will also be handled through customers’ existing Microsoft billing systems, said Alysa Taylor, chief marketing officer for commercial cloud and AI.

Unlike consumer app stores, Microsoft will not charge commissions on sales. Instead, it collects a publishing fee for apps listed and benefits from the developers’ use of Microsoft cloud services.

To ensure business data security, all apps must pass Microsoft’s security and compliance reviews before being listed. “There’s a gate to get into the marketplace,” Taylor noted.

The move consolidates Microsoft’s AI ecosystem, making it easier for companies to discover, deploy, and pay for AI tools within the broader Microsoft environment.

SAP offers concessions to EU in effort to ease antitrust concerns

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SAP, Europe’s largest software maker, has proposed concessions to the European Commission in an attempt to head off a potential antitrust investigation and fines, sources familiar with the matter told Reuters.

The German company dominates the enterprise resource planning (ERP) market, providing software that helps firms manage finances, supply chains, HR, and procurement. SAP has long been under scrutiny from EU regulators following complaints about complex licensing terms, the bundling of applications, and difficulties faced by companies trying to switch to rival suppliers.

According to sources, SAP has submitted a proposal aimed at addressing regulators’ concerns, though details of the remedies were not disclosed. If accepted, SAP could avoid a formal investigation and a penalty that could reach up to 10% of its annual global revenue. Both SAP and the European Commission declined to comment.

The Commission previously circulated a 2022 questionnaire to SAP customers asking about their ability to switch to rival vendors, purchase only specific support services, or migrate from on-premise ERP systems to the cloud. The inquiry also raised questions about whether SAP or Oracle had disparaged competitors.

Potential remedies could include giving customers greater flexibility to purchase individual support contracts and lowering barriers to migration between vendors.

SAP also faces antitrust pressure in the United States: in June it asked the U.S. Supreme Court to review a ruling requiring it to face a lawsuit from Teradata, which accused the company of anti-competitive practices.

The EU’s decision on SAP’s concessions will determine whether the company averts another high-profile investigation as regulators increase scrutiny of dominant software vendors.