Datadog is winning some hyperscaler business: our CEO said hyperscalers typically build everything themselves, yet they come to us to replace parts of their stack. As they roll out heterogeneous silicon—Trainium, Graviton, TPUs, Maia—traditional monitoring struggles on mixed fleets, making a neutral cross‑fleet observability layer more valuable. We’ve launched GPU Monitoring and are moving beyond inference into training workloads.
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