Datadog, a cloud-based IT monitoring service provider, posted strong quarterly results and raised its full-year outlook. Its shares surged 31 percent on May 7 in local time.

Datadog's quarterly revenue topped $1 billion for the first time. Snowflake and MongoDB shares also rose 10 percent each the same day as Datadog's shares jumped.

Datadog CEO Olivier Pomel (오리비에 포멜) said on an earnings conference call that 2 major cloud companies newly adopted Datadog to train AI at its Superintelligence Lab. Datadog provides cloud infrastructure monitoring services that run OpenAI and Anthropic AI models. Analysts say OpenAI is its biggest customer.

According to CNBC, Twilio is also drawing attention as an AI beneficiary. At its annual conference on May 6, Twilio unveiled platform feature updates designed to help AI agents communicate and collaborate more effectively. They include customer data records, agent-to-agent handoffs and tools to generate a list of actionable data. Twilio CEO Khozema Shipchandler (코제마 십챈들러) said it is "helping increase revenue itself, beyond lowering costs and serving more consumers."

Investors assessed the results from Datadog and Twilio as showing that companies deploying AI-native solutions while also clearly presenting monetisation paths can ease concerns about turmoil in the software market.