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EPISODE · May 10, 2026 · 1 MIN

Software Giants Thrive Amid AI Supply Shocks

from The Daily News Now! Business

Software giants Datadog and CrowdStrike are thriving amidst the global helium shortage, as they provide pure software solutions for AI workloads and security. Datadogs revenue surged 32% YoY, while CrowdStrikes annual recurring revenue grew 24%. Both companies are well-positioned to capitalize on the increasing complexity of AI setups, as they offer robust observability and security platforms. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/4976512849385d49

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Software Giants Thrive Amid AI Supply Shocks

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This episode was published on May 10, 2026.

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Software giants Datadog and CrowdStrike are thriving amidst the global helium shortage, as they provide pure software solutions for AI workloads and security. Datadogs revenue surged 32% YoY, while CrowdStrikes annual recurring revenue grew...

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