Neither.
It'll probably be either DiNapoli or someone in the Congressional Delegation that isn't AOC. (maybe Grace Meng or Jamaal Bowman...or if a Republican beats Hochul in 2026, watch Anthony D'Esposito closely.)
Why?
I don’t think DaNapoli has any interest in being Governor. I could see Meng or Bowman running and winning though.
I think James's aborted Gubernatorial run hurt her chances of winning a Gubernatorial (or Senate, if Schumer or Gillibrand retires soon) primary in the future. As for Delgado, I think Hochul picked him because he isn't interested in being Governor, specifically. Look for him to run for the Senate if Schumer retires in 2026.