AI Infrastructure & Partnership - Super Micro is positioned as the largest AI OEM infrastructure provider globally [1] - The partnership between Super Micro and DDN aims to provide world-class technology and proven solutions for AI deployment at scale [2][4] - A key focus is on providing support capabilities throughout the investment lifecycle for customers [3] - The collaboration seeks to minimize customers' time to online by integrating solutions in Super Micro's factory and deploying them securely [4] Data Management & Software Solutions - AI development leads to a significant increase in data, and DDN offers expertise in managing this data environment [3] - DDN's shift to a software model with Infinia creates opportunities for flexible deployment leveraging Super Micro technology [5] - Super Micro is capable of integrating Exoscala as a total solution and supporting its deployment [5] Strategic Goals - The shared objective is to capture more market share and support customers in solving significant business challenges through technology [5]

[Music] My name is Dave Mooney. I'm the VP of worldwide data management sales at Lenovo Corporation. The challenges we help our customers overcome is to help them take an idea that they would like to drive and how they could enhance their business with AI and get it implemented first in experimentations and into fast starts all the way into full production.And we can do that from the pocket to the cloud and the data center. We but we're focusing on the enterprise customers. That's where we see the opportuni ...

Strategic Partnerships & Market Positioning - The AI market is highly competitive, necessitating strong partnerships with GPU providers who advocate for customers and offer enterprise-grade infrastructure [1] - Nebius aims to position itself as a global AI company by partnering with leading players like DDN in the data intelligence platform space [3] - Synergy between Nebius and DDN is seen as a recipe for success, providing access to enterprise and sovereign AI customers [2] Customer Needs & Solutions - Many customers are new to AI and seek guidance on ROI, facing challenges with expensive and confusing data center infrastructure investments [1] - Customers require assistance in navigating the complexities of AI deployment, seeking solutions for large-scale training that are not limited to hyperscalers or on-premise deployments due to high capital expenditure (capex) and megawatt requirements [2] - Nebius addresses these challenges by providing preemptive data center solutions, eliminating on-demand deployment constraints [2] Product Development & Adaptation - Nebius is continuously adapting its product based on feedback from partners like DDN and their enterprise clients to meet industry needs [4] - Data management platforms are crucial for customers to ensure reliability as they scale their cloud infrastructure [3]

Market Volatility and Systemic Risk - Financial institutions face systemic risks amplified by geopolitical shocks, tariffs (spiking costs by 10-20%), and regulatory changes, necessitating proactive risk management [1] - The interconnectedness of global economies means events in one region (e g, Japan, London) can impact others, highlighting the importance of mitigating systemic risk [1] - Traditional risk models often struggle to keep pace with intraday market volatility, requiring faster data processing and analysis [7] Data and Technology Challenges - Many financial institutions still rely on legacy systems for risk management, which are inadequate for today's volatile environment [1] - Institutions face a data explosion when performing risk calculations like Monte Carlo simulations, generating 15+ terabytes of data daily for a 10-day VaR calculation [5] - Moving data to and from the public cloud for calculations can be slow (e g, taking 3 hours to retrieve 15 terabytes), hindering timely risk analysis [8] Hybrid Cloud and Data Architecture - Hybrid cloud environments are becoming essential, allowing institutions to leverage the scalability of the public cloud while keeping sensitive data on-premises due to regulatory requirements [10][39] - A well-designed data architecture is critical for CIOs, enabling them to leverage different environments for their respective strengths [44][45] - DDN enables a hybrid multi-protocol environment, allowing institutions to keep sensitive data on-premises while running analytics and making the results available quickly [44] DDN's Solutions and Capabilities - DDN offers data intelligence solutions, focusing on providing relevant information up the stack rather than just storage [1] - DDN's Infinia platform can achieve up to 8x faster performance compared to legacy NAS architectures in grid runs with Murex and scenario reloads [28][29] - DDN's data ocean concept allows institutions to leverage data where it sits, avoiding slow and difficult data movement, and provides thousands of tags for finding relevant data [36][37]

Nvidia is powered by DDN. It's great partnering with you. You build amazing technology, really amazing technology.And and without DDN, Nvidia supercomputers wouldn't be possible. And now we're uh we're taking our partnership into a new new frontier into the world of enterprise. Nemo Nemo Omniverse the enterprise with Infinia, sitting on top of Infinia.It's really great. Thank you. Thank you. Thank you very much.Yeah. Thank you. ...