ClickHouse, a prominent player in the realm of open-source databases, has successfully secured 0 million in a Series D funding round. This financing, spearheaded by Dragoneer Investment Group, marks a significant step as ClickHouse intensifies its focus on AI infrastructure and application monitoring.
The funding round attracted notable participation from various investors, including Bessemer Venture Partners, GIC, Index Ventures, Khosla Ventures, Lightspeed Venture Partners, accounts advised by T. Rowe Price Associates, and WCM Investment Management. The influx of capital is earmarked for global expansion and product development, reflecting a growing trend among customers who leverage ClickHouse to manage high-concurrency, low-latency workloads associated with AI applications and production observability.
Customer Growth and Market Adoption
Currently, ClickHouse supports over 3,000 customers on its ClickHouse Cloud platform, boasting an impressive annual recurring revenue growth of more than 250% year over year. Recent months have seen organizations such as Capital One, Lovable, Decagon, Polymarket, and Airwallex either adopt or expand their use of ClickHouse, joining a diverse customer base that includes industry giants like Meta, Cursor, Sony, and Tesla.
Dragoneer Investment Group’s investment thesis emphasizes the importance of infrastructure providers that are closely aligned with production as AI systems transition from experimental phases to full deployment. This shift amplifies the demand on data platforms to deliver enhanced query volumes, reduced latency, and robust monitoring capabilities.
Strategic Acquisitions and Innovations
In conjunction with the financing, ClickHouse has announced its acquisition of Langfuse, an open-source platform dedicated to LLM observability and evaluation. This strategic move positions ClickHouse to tap into the burgeoning market for monitoring non-deterministic AI systems, where teams require tools to trace prompts and agent workflows, assess output quality and safety, and iterate based on production behavior. Langfuse concluded 2025 with over 20,000 GitHub stars and reported more than 26 million SDK installs monthly.
Additionally, ClickHouse has unveiled a native, enterprise-grade Postgres service designed to seamlessly integrate transactional workloads with its analytical engine. This service promises managed Postgres backed by NVMe storage, featuring built-in change data capture to synchronize transactional data into ClickHouse. A unified query layer, enabled through a Postgres extension, will allow users to navigate transactions and analytics without the burden of managing separate systems. This offering is being developed in collaboration with Ubicloud, an open-source cloud company specializing in managed Postgres.
Expanding Ecosystem and Geographic Reach
ClickHouse is also broadening its ecosystem support and geographic footprint, with recent initiatives including a partnership with Japan Cloud to enter the Japanese market and a collaboration with Microsoft Azure linked to OneLake. Recent product enhancements have focused on deeper data lake compatibility, expanded full-text search capabilities for observability, and new lightweight update features designed to accommodate more demanding application workloads.
KEY QUOTES:
- “ClickHouse was built to deliver exceptional performance and cost efficiency for the most demanding data workloads, and this momentum validates that strategy. As we look toward the future, we are adding support for unified transactional and analytical workloads, so developers can build any type of applications powered by AI on the best technical foundation. And we are expanding our offering to include LLM observability, so AI application builders can evaluate the quality and behavior of AI outputs as they move into production. Additional funding, combined with continued product execution, positions us to deliver the leading data and LLM observability platform in the AI era.” Aaron Katz, CEO, ClickHouse
- “Major platform shifts ultimately reward the infrastructure companies that sit closest to production. As models become more capable, the bottleneck moves to data infrastructure. ClickHouse stood out because it delivers the performance, efficiency, and reliability required for AI systems operating at scale.” Christian Jensen, Partner, Dragoneer Investment Group
- “We built Langfuse on ClickHouse because LLM observability and evaluation is fundamentally a data problem. Now, as one team, we can deliver a tighter end-to-end product: faster ingestion, deeper evaluation, and a shorter path from a production issue to a measurable improvement.” Marc Klingen, CEO, Langfuse
- “Postgres and ClickHouse complement each other naturally, and are key for AI applications. Together, we’re delivering an integrated stack that removes complexity for teams, with production-grade Postgres for transactions and ClickHouse for analytics working as one. We’re excited to join forces with ClickHouse at Ubicloud because this is how the open-source ecosystem wins: trusted teams building best-in-class products that work and grow together.” Umur Cubukcu, Co-CEO and Co-Founder, Ubicloud
