Datadog, Inc. (DDOG)

Datadog provides a unified cloud monitoring and observability platform that has become essential for organizations deploying AI workloads at scale. As companies build and operate AI applications — from model training pipelines to inference endpoints — they need comprehensive visibility into performance, costs, and reliability across complex cloud-native architectures. Datadog's platform integrates infrastructure monitoring, application performance management (APM), log management, and security into a single pane of glass, making it the default observability choice for cloud-native and AI-native companies.

Datadog's AI-specific capabilities are expanding rapidly. The LLM Observability product enables teams to monitor the performance, cost, and quality of large language model applications in production. Bits AI, Datadog's AI assistant, uses natural language to help engineers investigate incidents and analyze telemetry data. The company also benefits indirectly from AI infrastructure growth — every new GPU cluster, AI training job, and inference endpoint generates more telemetry data that needs monitoring. With over 28,000 customers and a best-in-class net revenue retention rate above 115%, Datadog's consumption-based model means revenue scales naturally with cloud and AI workload growth.