作 者 | APAC Investment News 编译 | 华尔街大事件 Datadog（ NASDAQ： DDOG ）于6月举办了 DASH 2025 活动，重点介绍了其用于监控和保 护AI工作负载的技术 。分析师相信该公司将继续在AI能力方面进行投资，并重申"强力买入"评 级，其合理价值为每股145美元。 在 DASH 2025 大会上， Datadog 展示了其面向基础设施监控平台的全新 AI 功能，重点关注 AI 工作负载的观察、分析、响应和自动化。如下图所示，得益于与 OpenAI、Anthropic 和 ServiceNow 等主要 AI 和应用程序提供商的合作，Datadog 平台能够为所有 AI 代理提供全面 的可观察性。这些可观察性功能可使企业客户通过集中式界面监控其 AI 训练和相关的 AI 工作负 载。 此外，Datadog 平台还可以为 AI 基础设施提供 GPU 优化和故障排除功能。借助其 GPU 监控功 能，客户可以实时了解其 AI 集群的部署和性能。 6月10日， Datadog 发布了 其AI代理，这些代理可以进行事件响应、产品开发和安全方面的训 练。这些AI代理涵盖全天候 ...

Core Insights - Datadog has expanded its AI security capabilities to address critical security risks in AI environments, enhancing protection from development to production [1][2][3] AI Security Landscape - The rise of AI has created new security challenges, necessitating a reevaluation of existing threat models due to the autonomous nature of AI workloads [2] - AI-native applications are more vulnerable to security risks, including prompt and code injection, due to their non-deterministic behavior [3] Securing AI Development - Datadog Code Security is now generally available, enabling teams to detect and prioritize vulnerabilities in custom code and open-source libraries, utilizing AI for remediation [5] - The integration with developer tools like IDEs and GitHub allows for seamless vulnerability remediation without disrupting development processes [5] Hardening AI Application Security - Organizations need stronger security controls for AI applications, including separation of privileges and data classification, to mitigate new types of attacks [6] - Datadog LLM Observability monitors AI model integrity and performs toxicity checks to identify harmful behaviors [7] Runtime Security Measures - The complexity of AI applications complicates the task of security analysts in identifying and responding to threats [9] - The Bits AI Security Analyst, integrated into Datadog Cloud SIEM, autonomously triages security signals and provides actionable recommendations [10] Continuous Monitoring and Protection - Datadog's Workload Protection continuously monitors interactions between LLMs and their host environments, with new isolation capabilities to block exploitation of vulnerabilities [11] - The Sensitive Data Scanner helps prevent sensitive data leaks during AI model training and inference [8] Recent Announcements - New security capabilities were announced during the DASH conference, including Code Security, Cloud Security tools, and enhancements in LLM Observability [12]

Datadog (DDOG) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Yuka Broderick - Vice President of Investor Relations & Strategic FinanceOlivier Pomel - Co-Founder and CEODavid Obstler - CFOMark Murphy - Executive DirectorSanjit Singh - Executive DirectorRaimo Lenschow - Managing DirectorKash Rangan - Managing DirectorGregg Moskowitz - Managing Director, Enterprise softwareBrent Thill - Tech Sector Leader, Software/Internet ResearchKirk Materne - Senior Managing Director - Equity Research ...