I’m currently working on the thematic portfolio for AI agents. During my research, I came across one company that I had to share early.

That company is DigitalOcean ($DOCN).

What’s happening in the world of agentic AI is incredible. I’ve talked about this before in “The Year of AI Agents.” OpenClaw is one of the fastest-growing open-source projects ever. It is basically the ChatGPT moment for AI agents. And it’s very important to pay attention when large platform shifts like that happen. And we’re still early. Most people still underestimate what it can do. The average person has probably never even heard of it.

There are two reasons why OpenClaw took off:

First, it runs inside common messaging channels like WhatsApp, Telegram, Slack, Discord, and iMessage. You don’t need to know how to code to use it. It works in a familiar interface. You interact with it the same way you’d text a friend. There’s no new interface to learn and no separate dashboard. You just send a message and ask it to handle a task.

Second, it is actually useful because it does real tasks, not just conversation. Most AI chatbots stop at generating text. OpenClaw focuses on execution. It can schedule meetings, triage email inboxes, and send reminders or alerts. People are already coming up with some very wild use cases. And you don’t need to be able to code to come up with new use cases. You simply tell it what to do.

Many users deploy OpenClaw on a dedicated device:

• An old laptop

• A Mac mini

• A VPS (virtual private server).

Once running, it stays online and works 24/7 for you.

And this is where DigitalOcean comes in.

DigitalOcean is a cloud infrastructure platform that lets developers and businesses run applications on remote or virtual private servers instead of managing their own hardware in a data center. It focuses on being simpler and more affordable than the big hyperscalers.

At its core, it sells compute, storage, networking, and managed services. You combine these to host websites, APIs, background workers, and data systems in the cloud.

Its main product is virtual machines called Droplets. These are Linux-based servers you can spin up in minutes. They come in different sizes like CPU optimized, memory optimized, and general purpose, and you can run them in different regions around the world.

Networking and security are built in. Features like virtual private clouds, load balancers, firewalls, and DDoS protection help keep traffic isolated and spread load across multiple instances.

DigitalOcean offers OpenClaw as a 1‑click app, so you can set it up as a always‑on assistant on a cloud server in just a few minutes instead of running your own machine. It comes pre‑configured with Docker, built‑in security settings (like firewall rules and a non‑admin user), and background services so it automatically restarts if needed and stays run.

It has been growing steadily and becoming more profitable over time. In my view, OpenClaw could be a big boost for DigitalOcean’s business. As more people spin up OpenClaw instances, they create steady demand for long-running virtual machines, storage, and networking. That demand turns into predictable, recurring monthly revenue.

This kind of workload is very sticky. Once OpenClaw is running and people get enough value, they usually keep it. It becomes part of their daily routine, so they do not turn it off. Most users also start small and grow over time. They add more compute, storage, or backups as they use it more.

I’m watching this closely now for a position.