Simon Erickson adds two new companies to 7investing’s October 2026 watch list, both tackling one of the biggest bottlenecks in AI infrastructure: data center efficiency. DigitalOcean (NYSE: DOCN) is building an “AI-native cloud” that lets enterprises route requests across multiple AI models, with its inference engine revenue up 800% in the past year. Honeywell Technologies (NASDAQ: HON), the newly spun-off automation division of the former industrial conglomerate, is tackling efficiency at the equipment layer with power storage, clean energy integration, and real-time monitoring systems for data center operators.Simon and Heather Horton break down the growth rates, margins, and risks for both companies, including DigitalOcean’s unusual lack of founder involvement and Honeywell’s decade-long underperformance versus the S&P 500, plus a surprising connection between Honeywell and quantum computing company Quantinuum.🔗 Free 7investing trial: https://7investing.com/subscribeThis is 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET, covering watch list additions, Best Buys, and stock analysis.Stocks MentionedPublicly Traded:DigitalOcean, Inc. (NYSE:DOCN) Honeywell Technologies (NASDAQ:HON)NVIDIA Corporation (NASDAQ:NVDA)Amazon.com, Inc. (NASDAQ:AMZN) Alphabet Inc. (NASDAQ:GOOGL) Microsoft Corporation (NASDAQ:MSFT) Nutanix, Inc. (NASDAQ:NTNX) Bloom Energy Corporation (NYSE:BE) Oklo Inc. (NYSE:OKLO)Quantinuum (NASDAQ: QNT)Private/Not Publicly Traded:OpenAI AnthropicChaptersTime Chapter0:00 Welcome to 7investing Live0:55 October Watch List: 2 New Additions1:51 DigitalOcean (DOCN): AI-Native Cloud Explained3:42 DigitalOcean’s 800% Inference Revenue Growth5:32 DigitalOcean’s Customer Integration Flywheel7:26 Risk Watch: DigitalOcean’s Missing Founders9:41 Q&A: Is DigitalOcean Model-Agnostic?10:01 DigitalOcean vs. Nutanix: A Familiar Playbook11:31 Honeywell Technologies (HON): Post-Split Overview13:01 Why Honeywell Split Into 3 Companies13:53 Honeywell’s Role in Data Center Efficiency15:41 Honeywell’s Growth, Dividend & Free Cash Flow18:32 Honeywell’s Hidden Quantum Computing Stake19:23 Q&A: What Are Honeywell’s Biggest Risks?20:49 5-Year Performance: DigitalOcean vs. Honeywell#7investing #SimonErickson #DigitalOcean #DOCNStock #Honeywell #HONStock #AIInfrastructure #DataCenters #WatchList #StockMarket