Why DigitalOcean Is Set to Win as AI Lets Developer Teams Shrink
DigitalOcean (DOCN) is a profitable, cash-generative cloud provider focused on small and mid-size developer teams. As AI tooling and managed services let teams accomplish more with fewer engineers, demand could shift toward simpler, lower-cost cloud platforms. DOCN's attractive margins, steady growth (mid-teens revenue gains), and improving AI reve…