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DigitalOcean · NYSE · USA

Cap tier
Mid
Approx cap
$4.0B
Bull scenarios
89
Adverse scenarios
0
Other links
0
Modeled impact
unknown
0 explicit links; 89 public links lack move; 0 lack probability

Themes & clusters

From SRC_B Theme-Company Matrix
C10GPUs / VRAMLocal on-device LLM inferenceSubscription/access economyVPS (Virtual Private Servers)

Investment thesis

From SRC_B Company Master

Only pure-play VPS + GPU cloud

Bull scenarios (89)

Predictions where this ticker benefits
PredRoleDomainPredictionPredictorCurrentMoveImpactStatus
CMQ_026pure_playSemisNVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence.Jensen Huang87.1%unknownunknownin_progress
AUT_016pure_playAINVIDIA Rubin platform in full production by 2026 — slashes computational cost of generating AI tokens to 1/10 of previous architectures. Autonomous reasoning model 'Alpamayo' shifts self-driving technology from fragile rule-based coding to verifiable l...Jensen Huang81.0%unknownunknownin_progress
AI_017pure_playSemisNVIDIA will make Agentic AI the primary demand vector via two specialized products: the 'NemoClaw' developer toolkit for building/orchestrating autonomous agents, and the 'Vera CPU rack' hardware platform explicitly designed to host, deploy, and execut...Jensen Huang74.8%unknownunknownin_progress
CMQ_029pure_playSemis/MemoryDRAM manufacturers must expand production aggressively — 'NVIDIA will buy all you can make'.Jensen Huang74.1%unknownunknownin_progress
CMQ_028pure_playSemisNVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).Jensen Huang72.4%unknownunknownpending
SEM_036pure_playAI/CognitionWorld-class AI programmers will appear within 1-2 years (by 2027-2028).Eric Schmidt69.7%unknownunknownin_progress
IND_012pure_playBiotech/LongevityNVIDIA BioNeMo platform + Evo 2 model fundamentally compresses a century of biology into a decade — Evo 2 achieves 90% accuracy in BRCA1 predictions; AI models will seamlessly transition generated biological designs into practical, synthesized clinical...Jensen Huang68.1%unknownunknownin_progress
CMQ_036pure_playSemis/MemorySK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026.Morgan Stanley68.0%unknownunknownpartial
CMQ_035pure_playSemis/MemoryHBM4 16-layer stack design (required for Vera Rubin) places unprecedented yield and capacity strain on global memory fabrication facilities.Jensen Huang / Morgan Stanley67.5%unknownunknownpending
CMQ_044pure_playAI/ComputeFuture data-center architectures optimized for agentic workflows may require 1:2 or even 2:1 CPU-to-GPU ratio (vs historical 1:12) to prevent GPU idle-waiting.Morgan Stanley65.0%unknownunknownpending
SEM_006pure_playAI/FinanceOpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition and facility construction.Sam Altman63.5%unknownunknownpartial
SEM_049pure_playAI/SoftwareAI will soon fully automate software engineering, achieving massive cost reductions via iterative self-improvement.Alex Wissner-Gross55.7%unknownunknownpartial
SEM_045pure_playEconomy/OrgTraditional corporate structures will move rapidly toward AI-native operating models by 2026 — forcing total organizational transformations.Salim Ismail54.2%unknownunknownpartial
230_030pure_playMacro/EconomyEconomy will shift from paying for inputs/hours to paying for verified outcomes.Peter Diamandis54.2%unknownunknownpending
SEM_046pure_playAI/StartupsAI startups are scaling incredibly fast with significantly less capital — barrier to entry for complex software approaching zero.Joe Liemandt53.5%unknownunknownin_progress
231_043pure_playLabor/JobsLack of hiring for junior positions will cause social unrest from young people who can't get jobs.Peter Diamandis51.9%unknownunknownpending
230_034pure_playMacro/EconomyAbundance will be achieved by 2035.Peter Diamandis50.2%unknownunknownpending
240_042pure_playMacro/EconomyEconomy will be 10x larger in 10 years (Elon's number)Elon Musk50.0%unknownunknownpending
236_007pure_playMacro/EconomyUS GDP per capita will break $90K and then $100K in relatively near futureAndrew Yang50.0%unknownunknownpending
236_009pure_playMacro/EconomyHuman billionaires will be first movers funding UBI-like regional transfersAndrew Yang50.0%unknownunknownpending
236_018pure_playMacro/EconomyUBI/stimulus needed in 1-3 year timeframe, UBS in 3-8 yearsPeter Diamandis50.0%unknownunknownpending
236_034pure_playMacro/EconomyRapid inflation in near-term from UBI money printing, then rapid deflation from AI/roboticsPeter Diamandis49.8%unknownunknownpending
236_003pure_playLabor/JobsJobs will get whisked away in many firms in 2026Andrew Yang48.9%unknownunknownpending
236_023pure_playLabor/JobsAI will replace white-collar jobs: 20-50% of 70M US office workers in 12-18 monthsAndrew Yang48.9%unknownunknownpending
241_030pure_playLabor/JobsLow-skilled labor of any kind gets swept up by automationEric Schmidt48.9%unknownunknownpending
241_012pure_playLabor/JobsJobs impact from AI will occur at some pointEric Schmidt48.9%unknownunknownpending
INF_042pure_playMacro/EconomyCurrent market panic over AI compute and power will follow the historical pattern 'shortage leads to oversupply' — trillions flowing into data centers, GPU manufacturing, and energy procurement will ultimately crash the marginal cost of both compute an...Marc Andreessen47.8%unknownunknownpending
INF_001pure_playAIReaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction.Leopold Aschenbrenner47.6%unknownunknownpending
242_040pure_playSpaceMars/Europa/planets will have ubiquitous microbial lifePeter Diamandis47.5%unknownunknownpending
SEM_037pure_playLabor/JobsFor any job you can do on the other side of a screen, AI will probably be able to do it better, faster, and cheaper by next year (2026-2027).Emad Mostaque47.2%unknownunknownpartial
234_042pure_playMacro/EconomyAI displacement will collapse the payroll tax base funding Medicare/Social SecurityPeter Diamandis47.0%unknownunknownpending
232_031pure_playCryptoCrypto and AI will combine to form the AI economy; most people are underestimating this.Ben Horowitz46.9%unknownunknownpending
230_009pure_playMacro/EconomyUS GDP growth will hit triple-digit (100%+) within 5 years per Elon Musk.Elon Musk46.4%unknownunknownpending
247_015pure_playMacro/EconomyGovernment will print UBI checks in next 2-5 years due to AI turbulencePeter Diamandis46.1%unknownunknownpending
232_042pure_playMacro/EconomyGDP expands massively as intelligence becomes infrastructure; Jevons paradox will apply to AI.Salim Ismail45.9%unknownunknownpending
247_016pure_playMacro/EconomyHuge backlash against AI abundance without institutional redesignSalim Ismail45.7%unknownunknownpending
241_022pure_playMacro/EconomyData center buildout is ~1% of US GDP growthEric Schmidt45.4%unknownunknownpending
232_027pure_playLabor/JobsEntry-level/couch-potato workers will find it harder to get simple jobs; but entrepreneurial opportunity is unlimited.Ben Horowitz44.9%unknownunknownpending
243_045pure_playAuto/TransportJoby Abu Dhabi partnership will save hours of travel timeDara Khosrowshahi44.9%unknownunknownpending
232_028pure_playLabor/JobsIn AI age there will be unlimited entrepreneurial opportunity; the 'only AI' displacement narrative is wrong.Ben Horowitz44.9%unknownunknownpending
234_034pure_playLabor/JobsAndrew Yang predicts 20-50% of 70M US white collar workers could be displaced in 1-2 yearsAndrew Yang44.9%unknownunknownpending
236_005pure_playLabor/JobsAnthropic predicts 50% of entry-level white collar jobs automated in 1-5 yearsDario Amodei / Anthropic44.9%unknownunknownpending
241_058pure_playLabor/JobsHigh-skilled mechanical labor will be one of the last things to go in automationEric Schmidt44.9%unknownunknownpending
236_049pure_playMacro/EconomyUS GDP per capita growing up up up because of AIAndrew Yang43.2%unknownunknownpending
238_068pure_playMacro/EconomyMark Pack Donovan to distribute 5% of wealth fund annually to 44 people (UBI-style pod)Mark Pack Donovan42.9%unknownunknownpending
SEM_030pure_playCapital MarketsS&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap).Mike Wilson42.8%unknownunknownpending
243_027pure_playAuto/TransportJoby end-to-end eVTOL service in Abu Dhabi launching end of 2026Dara Khosrowshahi42.7%unknownunknownpending
244_006pure_playAuto/TransportJoby vertiports will need to be designed for mass market with multiple vehicles landing/taking offDara Khosrowshahi42.7%unknownunknownpending
236_014pure_playLabor/JobsPublicly traded companies will fire white collar workers very quicklyAndrew Yang42.5%unknownunknownpending
236_025pure_playReal EstateSuburban housing prices will fall as white collar workers lose jobs and sell homesAndrew Yang42.4%unknownunknownpending
232_022pure_playMacro/EconomyTriple-digit GDP growth is possible in the next 5 years due to AI.Ben Horowitz41.8%unknownunknownpending
231_042pure_playLabor/JobsJob loss from AI will take a long while to play out - not a sudden shock to the economy.Salim Ismail41.8%unknownunknownpending
236_002pure_playMacro/EconomyUBI must come before UHI as an intermediate stepAndrew Yang41.7%unknownunknownpending
238_057pure_playMacro/EconomyLaws of economics and thermodynamics will still apply despite AI abundanceAlex Wissner-Gross41.6%unknownunknownpending
247_021pure_playLabor/JobsNet job creation likely, exotic new jobs like one-person AI conglomeratesAlex Wissner-Gross40.9%unknownunknownpending
237_027pure_playLabor/Jobs100 million people using OpenClaw will each start businesses hiring ~3 people, creating more jobs than FANG layoffs destroy.Alex Finn40.9%unknownunknownpending
230_036pure_playLabor/JobsNew job categories will emerge: target designers, data rights brokers, targeting system shapers.Alex Wissner-Gross40.9%unknownunknownpending
243_028pure_playAuto/TransportJoby eVTOL service hopefully coming to US sometime next year (2027)Dara Khosrowshahi40.9%unknownunknownpending
236_045pure_playGeopoliticsGovernment path to UBI vanishingly unlikely, but possible outsized asymmetry in 2028Andrew Yang40.6%unknownunknownpending
238_032pure_playLabor/JobsEnd-state of AI is abundance and post-scarce labor — path is 'no firewall'Alex Wissner-Gross40.3%unknownunknownpending
244_028pure_playMacro/EconomyLabor ownership of assets is a positive direction society will move inDara Khosrowshahi39.7%unknownunknownpending
240_040pure_playMacro/EconomyElon: economy will grow 1000x to saturate all human desireElon Musk37.9%unknownunknownpending
239_001pure_playMacro/EconomyGlobal economy will be 10x its current size in 10 yearsElon Musk37.7%unknownunknownpending
231_040pure_playMacro/EconomyIreland's UBI art scheme will NOT become a template for the future peacetime work creation.Alex Wissner-Gross37.7%unknownunknownpending
246_003pure_playMacro/EconomyGlobal economy will grow 10x in 10 years (cited from Elon Musk).Elon Musk37.3%unknownunknownpending
248_009pure_playMacro/EconomyElon Musk's economy will grow 10x in about 10 years.Elon Musk37.3%unknownunknownpending
242_045pure_playAIAI will redesign data centers, energy supplies, and entire economyAlex Wissner-Gross37.2%unknownunknownpending
239_030pure_playMacro/Economy1000x current economy would saturate human desiresElon Musk36.9%unknownunknownpending
248_018pure_playLabor/JobsYoung software developer job decline is self-correcting and has reversed in recent months.Alex Wissner-Gross36.9%unknownunknownpending
247_056pure_playLabor/JobsNet job loss probably not; dynamism with some categories going awayAlex Wissner-Gross36.9%unknownunknownpending
242_030pure_playLabor/JobsNear-future reverse discrimination where humans need not apply for many jobsAlex Wissner-Gross36.7%unknownunknownpending
230_002pure_playLabor/JobsAI will automate away CEO labor; a few more years needed for machines to excel at unskilled manual labor.Alex Wissner-Gross36.5%unknownunknownpending
AI_020pure_playSpaceNVIDIA will launch a 'space computing' push via the specialized Vera Rubin Space Module — bringing AI infrastructure, geospatial intelligence, and autonomous operations into low Earth orbit, then to autonomous lunar manufacturing bases.NVIDIA36.0%unknownunknownpending
229_011pure_playMarkets/StocksThe humanoid robotics market/economy will be roughly $50 trillion—roughly half of global GDP of human labor.Brett Adcock35.8%unknownunknownpending
238_008pure_playMarkets/StocksMany incumbent companies will be in deep trouble between now and the abundance end-stateSalim Ismail35.5%unknownunknownpending
236_036pure_playMacro/EconomyHyperinflation to solve debt problem in post-scarcity AI economyAlex Wissner-Gross35.1%unknownunknownpending
CMQ_042pure_playAI/ComputeAs AI evolves from Generative to Agentic, structural computing bottlenecks shift away from GPU and heavily toward CPU and system memory.Morgan Stanley34.9%unknownunknownin_progress
239_027pure_playMacro/EconomyDiamandis cites Musk: triple-digit GDP growth in 5+ yearsElon Musk34.0%unknownunknownpending
CMQ_030pure_playAI/ComputeIn the modern AI pipeline, the CPU no longer merely supports the model — it drives the model (agentic workloads invert historical CPU:GPU ratio).Jensen Huang33.7%unknownunknownin_progress
CYB_030pure_playSpaceDeploying agentic processing capabilities directly into orbit via the Vera Rubin Space-1 Module eliminates terrestrial data-routing bottlenecks but introduces extreme engineering challenges — dissipating computational heat purely through thermal radiat...Jensen Huang33.2%unknownunknownpending
238_058pure_playMacro/EconomyAbundance X-Prize to deliver housing, food, energy, connectivity for $250/month in 6-7 yearsSalim Ismail33.0%unknownunknownpending
230_035pure_playMacro/EconomyGDP will 2x or 3x year-over-year in early 2030s if everything goes well.Alex Wissner-Gross32.0%unknownunknownpending
235_024pure_playEnergyIn 2-3 years, AI will drive energy overabundance enabling free electricity to nearby communities.Alex Wissner-Gross31.4%unknownunknownpending
238_056pure_playMacro/EconomyCapital itself might become mortal (capitalism may lose fights with labor for first time in history)Alex Wissner-Gross30.1%unknownunknownpending
234_036pure_playLabor/JobsJob displacement will be issue 6-10 not top 5 in 10 years; AI discoveries will dominateAlex Wissner-Gross28.8%unknownunknownpending
CMQ_037pure_playSemis/MemorySamsung will grow global HBM market share from 20% to 28% by securing majority of orders for Vera Rubin-exclusive HBM4.Morgan Stanley28.6%unknownunknownpending
CYB_001pure_playLabor/JobsBy 2036, NVIDIA itself will employ approximately 75,000 human workers alongside 7.5 million AI agents — establishing a 100-to-1 synthetic-to-human labor ratio. Human employees transition exclusively to high-level strategic orchestration; every employee...Jensen Huang28.5%unknownunknownpending
SPC_020pure_playAuto/TransportArcher Aviation's flagship Midnight eVTOL will launch commercial passenger flights by late 2026 — bolstered by FAA federal pilot programs; integrates NVIDIA IGX Thor onboard compute for predictive awareness, pilot safety, and autonomy-ready flight syst...Brett Adcock26.0%unknownunknownpending
247_013pure_playLabor/Jobs99% of randomly selected white collar jobs could be replaced by AI todayPeter Dannenberg22.2%unknownunknownpending

Adverse scenarios (0)

Predictions where this ticker is displaced
PredDomainPredictionPredictorCurrentMoveImpactMechanism
No adverse scenarios