The more AI the world builds, the more data flows through this company.

Datadog $DDOG is one of the most compelling Growth ideas in the software sector.

The company just posted +32% revenue growth. Last year it was +28%. Re-acceleration in software is the rarest signal in 2026.

Datadog is the single pane of glass for cloud infrastructure. Servers, apps, databases, security, AI models. If it runs in the cloud, Datadog monitors it.

AI workloads generate 10-100x more telemetry than traditional software. OpenAI, Anthropic, and AWS use Datadog to monitor GPU clusters, track token costs, debug model latency, and keep their AI infrastructure running.

AI-native revenue is ~12% of total and growing triple digits.

The stock recently hit a new all-time high.

Expected Revenue Growth CAGR +22%. Bastion Growth Score in the top 5% of all stocks globally. Almost certainly making it into the Bastion Growth Rockets portfolio at the June rebalance.