Interview, Fireside Chat
Paul Bloch, DDN ｜ RAISE Summit 2025
- DDN intends to capitalize on the accelerated shift in AI infrastructure to deliver value across startups and enterprises by integrating physical storage innovation, software, and data layers to expand data processing capabilities.
- The company will continue providing solutions for massive foundation model training and inference, leveraging new Infinia technology to support the next generation of inference with low-latency, multi-tenant data oceans.
- DDN anticipates scaling to support clusters of approximately one million GPUs by the end of the year and expects customers currently using competitors to return to its infrastructure due to perceived limitations in rival offerings.
- Data intelligence is projected to become essential for all AI breakthroughs, driving a strategic expansion of sovereign AI capabilities at both corporate and national levels to generate revenue.
- Sovereign cloud adoption is forecast to accelerate in the second half of the year and is expected to dominate industry discussions throughout 2026.
- The market is expected to see the establishment of about 50 global sites with capacity of one gigawatt or more over the next three years, prompting governments to expedite permits, requirements, and land allocation.
- Access to energy, power, and land resources is anticipated to shape future competitive advantages and alliances between nations based on their sovereign infrastructure capabilities.