AI Drives Industrial Growth and Data Infrastructure

What a quarter. Had ~2x expected revenue growth, our largest net revenue growth month ever in April, and accelerating at scale. The most exciting part is what's driving it: industrial, manufacturing, energy, robotics, and datacenters. AI isn't just changing software. It's driving a re-industrialization wave, and that wave needs modern data infrastructure for machines, sensors, operations, and real-time intelligence. We're seeing it directly in our users. The physical world is coming online, and it runs on data.

Exactly this is the overlooked story. AI isn’t just reshaping software, it’s pulling the physical world online. Industrial systems, robotics, and energy grids all become data platforms, and whoever builds the infrastructure for that wave will define the next decade.

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