DigitalOcean Holdings (DOCN)
AI-Native Cloud Acceleration
Photo: Digital Ocean, Inc. · Public domain · source
Report summary
- Rating
- Summit members
- Latest catalyst
- Q2 2026 print4 Aug 2026
- Catalyst verdict
- Summit members
- Sector
- Cloud infrastructure / AI-native inference
- Narrative phase
- Phase 4
- Updated
- 5 Aug 2026
DigitalOcean Holdings (DOCN) is a developer-cloud infrastructure provider that has moved from a low-teens post-pandemic growth trough into what Altai Capital views as a genuine AI-native reacceleration. The company provides cloud infrastructure and platform services, including virtual machines, managed Kubernetes and databases, App Platform, Spaces object storage, the Paperspace GPU cloud, a GenAI/Agent platform and, from April 2026, a serverless Inference Engine, to more than 680,000 digital-native customers. It is led by CEO Paddy Srinivasan (appointed 2024) and CFO Matt Steinfort, and is headquartered in Broomfield, Colorado, having listed on the NYSE on 24 March 2021 at $47 per share.
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