Datadog's AI Ambitions vs OpenAI Workload Risk: A Tension Ahead of Earnings
ByAinvest
Wednesday, Feb 4, 2026 9:36 am ET1min read
DDOG--
Datadog's stock price has been under pressure, down 13.4% over the past week and 10.5% over the past month and year. The company's AI capabilities are becoming a bigger part of the story ahead of earnings, but the risk of OpenAI shifting some monitoring and observability workloads away from Datadog's platform raises concerns about concentration and customer exposure. Analysts flag potential risks and weigh them against AI growth and valuation.
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