4.6 • 12 Ratings
🗓️ 17 October 2025
⏱️ 5 minutes
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With a client list that includes Nvidia, Anthropic and Uber, Grafana Labs is flexing with $400 million in annualized revenue — and new investment from a tender offer of up to $150 million.
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| 0:00.0 | Here's your Forbes Daily Briefing for Friday, October 17th. |
| 0:05.0 | Today on Forbes, Grafana Labs is cleaning up on the vibe coding boom. |
| 0:11.0 | When NVIDIA, the $4 trillion juggernaut that makes the GPU chips undergirding the AI frenzy, |
| 0:19.0 | needs to monitor its systems for threats and suspicious |
| 0:21.9 | activity, it turns to a small startup named Grafana Labs to help its scour access logs |
| 0:28.2 | and analyze vulnerabilities. And the chipmaker is in alone. Uber, Anthropic, and Adobe are among |
| 0:36.6 | the other giants tapping Grafana's tools, |
| 0:39.4 | like a dashboard for operations across an entire business. |
| 0:43.2 | Last month, $6 billion valued Grafana, known as an observability platform, said it hit $400 million |
| 0:50.5 | in annualized revenue. |
| 0:53.2 | CEO Raj Dutt told Forbes that the uptick in sales has been thanks in part to the growth |
| 0:58.6 | of Grafana Cloud, which lets customers use its platform without setting up their own |
| 1:03.5 | infrastructure like servers or storage. |
| 1:06.6 | The need for good observability services has ballooned in the AI era, especially as vibe |
| 1:12.4 | coding from genera of AI models, has become more common. |
| 1:16.8 | As people increasingly rely on AI to write code and build products, Dut said it's |
| 1:21.7 | become harder to keep track of what's going on under the hood, when it's being done, and |
| 1:26.4 | who's doing it. Dutt said, quote, |
| 1:29.3 | Software today is starting to look more like a living organism. |
| 1:32.3 | It's being built and shipped faster than ever, sometimes sloppily. |
| 1:36.3 | That makes it critical to understand how your app is performing in production. |
| 1:41.3 | Grafano also said it had completed a tender offer of up to $150 million, |
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