Cockroach Labs has launched Cockroach Continuum, a database cloud platform that enables enterprises to operate their entire database estate as a single elastic system. The platform pools capacity across databases, automates operations, and uses consumption-based pricing instead of charging for provisioned peak capacity. Continuum addresses the challenge of rapidly multiplying AI agents, which Gartner predicts could reach 150,000 per Fortune 500 company by 2028. The system runs on CockroachDB and includes database virtualisation, elastic storage, AI-assisted operations, and auto-scaling compute capabilities. Chief executive Spencer Kimball said the platform allows customers to scale without sacrificing resilience whilst putting idle capacity to work. The company, which serves clients including OpenAI, CoreWeave, and DoorDash, also unveiled a new brand identity reflecting its focus on the agentic era.

MongoDB's growth prospects under scrutiny. Sep 12, 2026 · dev MongoDB's Atlas dilemma: sustaining growth in a post-pandemic world. MongoDB's latest quarterly report has left analysts scrambling to assess the durability of Atlas demand, the company's cloud-based database service. The numbers look impressive: 30% revenue growth and a 91% increase in remaining performance obligations (RPO). However, concerns about the sustainability of this growth begin to emerge when examined closer. The disparity between Atlas and Enterprise Advanced revenue is striking. While Atlas expanded by 29%, Enterprise Advanced and other revenue grew at a rate of 36%. This raises questions about the underlying drivers of MongoDB's growth: Is it the company's ability to scale its infrastructure and research costs more slowly than revenue, or is there something more fundamental at play? MongoDB's total customers have increased by over 11,000 since last year, with Atlas customers reaching a staggering 69,300. Yet, what does this mean for the company's long-term prospects? Will the market continue to support this level of growth, or will the inevitable slowdown in enterprise spending take its toll? Historically, MongoDB has been at the forefront of the cloud-first movement in databases. Its Atlas platform has disrupted traditional database providers like Oracle and Microsoft, attracting a new generation of developers who value flexibility and scalability. However, as the market continues to evolve, MongoDB faces increasing competition from newer players like Snowflake and Cockroach Labs. A potential concern is that MongoDB's RPO growth may not necessarily translate to revenue growth in the same period. The company has raised its fiscal 2027 guidance to $2.99 billion to $3.03 billion, but there are no guarantees this will materialize. The market has been known to be unforgiving when it comes to overpromising and underdelivering. MongoDB's decision to expand search and vector-search capabilities across cloud, private-cloud, and self-managed environments takes on new significance in this context. By investing in these areas, the company is betting that its customers will continue to demand more from their database providers. However, whether this will be enough to sustain growth in a post-pandemic world, where enterprise spending is under increasing pressure, remains uncertain. The answer lies not just with MongoDB but with broader market trends shaping the industry. As companies like Snowflake and Cockroach Labs gain traction, it's clear that the database landscape is becoming increasingly complex. MongoDB must navigate this new reality while continuing to innovate and disrupt. Ultimately, the question of Atlas demand durability hangs in the balance. Will MongoDB be able to sustain its growth momentum, or will the market prove too unforgiving? Only time will tell, but one thing is certain: the company's future depends on it. The coming quarters will be crucial for MongoDB as it continues to navigate this new landscape. Its ability to deliver on promises and sustain growth momentum will be put to the test, and the stakes have never been higher for this once-promising cloud-first database provider. Reader views. * TS The Stack Desk · editorial The Atlas growth numbers are indeed impressive, but let's not get too caught up in the excitement just yet. A closer look at MongoDB's balance sheet reveals that the company is still heavily dependent on upfront payments from customers, which can create volatility in revenue recognition. This could be a concern if Atlas adoption starts to slow down or if the company faces increased competition in the market. It's time for investors to start digging deeper into the financials and separating hype from substance. * AK Asha K. · self-taught dev The elephant in the room is MongoDB's customer mix: 69,300 Atlas customers versus a paltry 11,000 Enterprise Advanced customers. Can this model sustain itself? The answer lies in how well MongoDB can upsell and cross-sell its Atlas users into more lucrative offerings. Its aggressive growth strategy may be built on shaky ground if it fails to close the gap between these two segments. * QS Quinn S. · senior engineer The Atlas dilemma is indeed a tricky one for MongoDB. While the numbers look great on paper, there's more to consider here than just revenue growth and customer count. The fact that Enterprise Advanced revenue outpaced Atlas by 7% raises questions about whether Atlas is truly driving this growth or if it's just a byproduct of the company's aggressive expansion into cloud services. As the market continues to evolve, MongoDB will need to show that its Atlas platform can not only keep pace but also continue to innovate and adapt to changing customer needs.

How CockroachDB and IBM LinuxONE Rockhopper 5 power Resilient AI infrastructure. Published on July 7, 2026 Why does AI require a new approach to infrastructure? AI is changing enterprise infrastructure requirements by increasing demand for continuous data availability, high concurrency, and real-time decision-making. Customers expect uninterrupted experiences, and AI-driven systems depend on continuous, reliable access to current data. Even a few minutes of downtime can result in significant financial and reputational loss. As Cockroach Labs CEO Spencer Kimball CEO recently observed, "The tsunami of autonomous agents has arrived." Supporting those systems requires elastic infrastructure and software that can seamlessly scale and work together. Always-on infrastructure is becoming a prerequisite for enterprise AI. As organizations deploy AI assistants, autonomous workflows, and agentic applications into production, the underlying data platform must deliver consistent access to current data while scaling to unpredictable demand. From real-time payments to AI-driven applications, enterprises rely on critical services such as digital banking and wallets, payment processing, trading and order management, and identity and access management (IAM). IBM LinuxONE is IBM's enterprise-class Linux platform, designed for extreme reliability, security, and performance trusted by industries where downtime is not an option. CockroachDB's distributed SQL and integrated vector search capabilities provide the data foundation required for AI applications, supporting semantic retrieval, embeddings, agent memory, and transactional consistency. LinuxONE Rockhopper 5 delivers the resilient, secure, and scalable infrastructure needed to run those workloads in production. Why traditional infrastructure falls short for AI workloads. Traditional infrastructure was not designed for the scale, availability, and concurrency requirements of modern AI workloads. Commodity infrastructure fails frequently, and databases are forced to compensate with complex failover and recovery mechanisms. This leads to higher costs, increased operational burden, and systems that are reactive rather than resilient. Additionally, these systems scale linearly and lack true distributed capabilities. When operations and engineering teams try to address resilience, scale, and performance with disjointed point solutions, the result is disparate data sprawl with complex IT management capabilities. Beyond increasing operational overhead, fragmented architectures can slow application delivery and make it harder for teams to introduce new AI capabilities with confidence. Consolidating infrastructure and data services helps organizations reduce complexity while improving operational agility as workloads evolve. What is the Always-On Data Foundation? The Always-On Data Foundation combines CockroachDB and IBM LinuxONE Rockhopper 5 to provide a resilient data platform for enterprise AI and mission-critical workloads. Today, Cockroach Labs and IBM introduce this integrated architecture, powered by the newly announced LinuxONE Rockhopper 5. Replacing fragmented stacks with a tightly integrated combination of enterprise infrastructure and distributed SQL, this solution supports continuous availability and seamless elasticity. When database software is fundamentally aware of, and optimized for, its underlying hardware, it can intelligently distribute workloads to maximize resilience and throughput. This solution is purpose-built for enterprise AI workloads where infrastructure doesn't just support workloads, it actively enables intelligent, autonomous systems. The platform is engineered to meet the demands of real-time AI and agentic workloads. Vector Search Meets Distributed SQL for AI Workloads - AI applications need more than a resilient data layer: They need one that can handle semantic search, embeddings, and real-time vector retrieval alongside transactional data. This guide explores how distributed SQL enables unified AI data architecture without the complexity of managing separate vector stores. CockroachDB on LinuxONE Rockhopper 5 embeds AI-readiness directly into the foundation. By tightly integrating enterprise infrastructure with distributed SQL, it creates a system where the database is not just distributed but intelligent and context-aware. It is optimized to take advantage of the underlying hardware it runs on, and dynamically optimizes workload placement to ensure that AI models and agents always have fast, reliable access to data. The converged platform provides a resilient foundation for distributed AI workloads that require both continuous availability and transactional consistency. Rather than treating resilience as a separate operational concern, infrastructure and the database work together to help support reliable application behavior under changing demand. In the agentic era. AI agents are not passive; they continuously observe, decide, and act. They require: * Massive concurrency to operate at scale * Global consistency to make accurate decisions * Zero-downtime execution to avoid disruption in real-time processes The distributed SQL foundation for agentic scale - Agentic systems don't just need more compute, they need a data layer built to handle continuous, concurrent, autonomous activity at scale. Watch this webinar to see how distributed SQL meets the unique demands of agentic AI in production. What makes this architecture different? Combining enterprise infrastructure with distributed SQL removes traditional tradeoffs between resilience, scalability, and operational complexity. It's not about improving uptime, but removing downtime as a design concern. LinuxONE Rockhopper 5 and CockroachDB eliminate the trade-offs of traditional architectures by co-designing reliability into every layer: * Hardware designed to avoid failure: LinuxONE Rockhopper 5 Express brings highly efficient, enterprise-grade reliability (99.999999% availability) into an accessible form factor to consolidate systems and reduce physical failure rates. * Database designed to survive failure: CockroachDB operates as a natively distributed SQL layer, ensuring seamless elasticity and continuous availability even when regional disruptions occur. Ready for the agentic era. This hardware-software synergy eliminates traditional bottlenecks, delivering the real-time consistency and hyper-concurrency autonomous AI agents demand. This is not theoretical; it's the exact architecture, currently: * Scaling AI to handle trillions of objects * Controlling agent and data access for hundreds of millions of users * Powering mission-critical AI solutions designed to streamline efficiency Building resilient AI infrastructure across hybrid cloud. Resilient AI infrastructure depends on keeping applications close to their data while maintaining consistency across hybrid cloud, on-premises, and edge environments. This integrated foundation anchors a strategic hybrid cloud and data platform strategy. By deploying CockroachDB's natively distributed, PostgreSQL-compatible data services across the LinuxONE portfolio, organizations can position infrastructure and software directly adjacent to their applications. Historically, bridging on-premises environments, public clouds, and the edge meant accepting severe tradeoffs between latency, consistency, and security. This architecture eliminates those compromises, allowing enterprises to push compute and data closer to the application layer. It drastically reduces latency for real-time AI and agentic workflows, while maintaining strict global consistency and data sovereignty. CockroachDB runs on LinuxONE systems, including LinuxONE Rockhopper 5, to automatically distribute and replicate data across nodes and regions. The result is a system that's not just distributed, but intelligent and context-aware, dynamically optimizing workload placement to ensure AI agents have fast, reliable, and consistent access to data, even during site-level failures. Organizations gain the flexibility to modernize applications and execute high-concurrency AI initiatives securely on a unified and trusted infrastructure. As AI initiatives move from experimentation into production, resilient data infrastructure becomes a strategic advantage rather than simply an operational requirement. Organizations that can maintain consistent performance, continuous availability, and global data consistency are better positioned to deploy AI applications with confidence while supporting long-term business growth. Related announcement. Get started with CockroachDB on IBM LinuxONE. If downtime impacts your business, it's time to rethink the data infrastructure that supports it. Partner with IBM and Cockroach Labs to build resilient, secure, always-on platforms on LinuxONE Rockhopper 5. Learn how CockroachDB and IBM LinuxONE power resilient AI infrastructure. Contact Kyle Basile, Sr. Partner Sales Manager, IBM, at Cockroach Labs, [email protected]. Kyle Basile is Sr. Partner Sales Manager, IBM, at Cockroach Labs. Work With Me will email you updates about CockroachDB. You can unsubscribe at any time. 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