DigitalOcean’s first quarter results for 2026 were met with a highly positive market reaction, driven by robust growth in large enterprise and AI-native customers and significant expansion in annual recurring revenue. Management attributed this momentum to the company’s differentiated position in AI infrastructure and its ability to serve both inferencing and agent-driven workloads. CEO Padmanabhan Srinivasan highlighted, “We are not a GPU rental business. We are a full stack cloud platform that