The Motley Fool
23 Jul 2026, 07:22 UTC · 1h ago
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4 claims · each scored for market impact
DigitalOcean's remaining performance obligations (RPO) increased tenfold year-over-year to $800 million at the end of Q2. — A tenfold increase in signed contracts is a powerful lead indicator for massive future revenue growth.
+0.80Q2 revenue growth accelerated to 29%, up from 22% in Q1. — Consistent acceleration in revenue growth suggests the company is gaining significant market share and momentum.
+0.60AI customer revenue grew 221% year-over-year to reach $170 million as of the end of Q1. — Rapid adoption of AI services validates the company's pivot to AI-native cloud infrastructure and its appeal to SMBs.
+0.50Continue reading
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DigitalOcean is expanding its data center footprint with thousands of chips from Nvidia and AMD to meet soaring AI demand. — Capacity expansion is necessary to convert RPO into actual revenue, though it requires significant capital expenditure.
Which stocks this story touches
The company is seeing accelerating revenue growth and massive increases in RPO due to AI data center demand.
Mentioned as a supplier of chips for DigitalOcean's expanding AI infrastructure.
Mentioned as a supplier of chips for DigitalOcean's expanding AI infrastructure.
Mentioned only as a dominant industry leader in the cloud computing space.
Mentioned only as a dominant industry leader in the cloud computing space.
[a_to_b] AMD supplies chips used in DigitalOcean's data centers.
[a_to_b] Nvidia supplies chips used in DigitalOcean's data centers.
[mutual] Both companies operate in the cloud computing industry.
[mutual] Both companies operate in the cloud computing industry.
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