Datadog surged 31% on Thursday after reporting blockbuster earnings and lifting its guidance for the year, showing how some software names are starting to prove their case as winners in artificial intelligence . Quarterly revenue topped one billion dollars for the first time. The pop fueled rallies in shares of Snowflake and MongoDB , which each climbed 10%. Datadog provides the cloud infrastructure that AI models from OpenAI and Anthropic run on. According to analysts, OpenAI is its biggest