DigitalOcean
- Ticker
- DOCN
- Beat
- datacenters
- Size
- Public Company
- Researched · Fresh
- today
OWNS its GPUs (bought, finance-leased or equipment-financed with title passing to DO) inside LEASED colocation halls — so the neocloud risk (GPU-secured debt, 6-year depreciation, utilisation) applies for real, but at a fraction of CoreWeave's scale (~$1.6B of GPU-secured obligations including the new facility vs CoreWeave's ~$25B of debt) and bolted onto a profitable ~$1.1B-ARR developer cloud; the bill is the $2.76B of not-yet-commenced colo rent plus a $725M-$1.025B GPU facility, and at $139.
Weekly closes
No Friday close is on the record for DOCN yet. The weekly job prices the covered universe; a name it cannot price is listed as missing rather than estimated.
The research around DigitalOcean
Covered in the Knowledge Base
Datacenters & Digital Infrastructure
Company details
| Industry | Cloud Computing |
| Size | Public Company |
Others in datacenters
5 namesWhere DigitalOcean sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
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