AI Product ImpactThe newer AI products of DigitalOcean, such as the Gradient AI Platform, are still too early to significantly impact growth.
Competitive ThreatThere is increased competition from major cloud providers like AWS, Azure, and GCP, which are offering incentives to startups and SMBs, posing a competitive threat to DigitalOcean.
Execution RiskThe recent share re-rating carries execution risk.