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Sourcery

Sourcery

Data is Back: MongoDB, Databricks, Snowflake

Jul 20, 2026 · 43m

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About this episode

CJ Desai, CEO of MongoDB, joins Sourcery at the RAISE Summit in Paris. We cover why data is the downstream winner of the AI cycle, how hyperscaler capacity limits are pushing workloads back on-prem, the return of data sovereignty, & what a bank's real agentic architecture actually looks like. "Data is the unsung hero and data is back. You cannot create an AI application without a great data layer, and your AI application is as good as your data." "You see these hyperscalers, some of them are running out of capacity. And the hyperscaler said, 'Sorry, we don't have a capacity.' And they are one of the top 50 customers for that hyperscaler." CJ took over MongoDB (NASDAQ: MDB) in November 2025…