DigitalOcean’s AI Pivot Is Accelerating. Can the Economics Keep Up?

$DOCN: revenue growth accelerated to 29%, RPO is up 12x year-over-year to $894M, and the company posted a record $93M of incremental ARR.

What the company does and how it makes money

_{Source: digitalocean.com/products.}

• DigitalOcean DOCN 0.00%↑ is trying to provide everything needed to build and run an AI application:

  • It’s own GPUs and data centers, traditional cloud infrastructure and access to more than 70 AI models through one connection.

  • Tools that give models access to private company data and mana…