Global Economy & Central Banks - US and European futures are gaining ahead of central bank decisions [1][49] - The market expects the Bank of England to cut interest rates by 25 basis points [3][96] - The Bank of Japan is expected to move rates higher to 075% [26][96] - The US 10-year Treasury yield is at 417%, and the Euro-dollar is at 117% [4][50] - The market is pricing in slightly over two rate cuts by 2026 [92] Geopolitics & Security - Australia is considering tougher gun laws after a terrorist attack that killed 16 people [1][5][48][65] - Ukraine may drop its bid for NATO membership in return for Western security guarantees [1][48] - The EU is considering seizing or monetizing Russian assets to fund Ukraine [18] Market & Industry Trends - Asian stocks are under pressure, tracking losses from the US session, with concerns around AI investment [20][21] - China's retail sales are up 13% year-over-year, below estimates, indicating economic weakness [22] - China has built seven large petrochemical hubs, raising fears of oversupply and pressure on other nations [40] - European defense sector is interesting due to potential pullback on Russia-Ukraine discussions, but NATO demands higher defense spending [63][64] Artificial Intelligence - PolyAI raised $86 million in Series D funding for its conversational AI voice agents [70] - PolyAI's voice AI agents can handle tasks equivalent to over 1000 full-time employees for individual customers [73] - PolyAI claims to deliver approximately $10 million of value per client, totaling almost $15 billion for 250 customers [75][76] - PolyAI's annual recurring revenue was just over $20 million last year, with a goal to double this year [83]

"You have to interoperate with the other chains. That's the way to win."@Broadridge on what it takes to bring TradFi onchain, emphasizing interoperability & high-quality data as core requirements ↓ ...

Data is a currency.This new Starknet data hub lets you track every key metric in one place: trending contracts, app rankings by fees, DAU leaderboards, and more.Cut the noise. Follow the data.Aegis (@Aegis_fyi):Your timeline is a distraction.Starknet is the most advanced L2 on earth. Yet you navigate it like a blind man listening to influencers.We aren't here to archive history. We are here to weaponize intelligence.Ignore the noise. Find the signal in the static.This is Prism. https://t.co/EecGVETjZ5 ...

Data takes the spotlight!⭐At #ESMA’s first-ever #DataDay, the message was clear: report once, share data & ensure quality for effective supervision & unlocking #AI's potential.Thank you to everyone who joined!🔗 https://t.co/sOLPKCmDiZ https://t.co/04EvFutE6q ...

[applause] Hi, my name is Bertine Prevacore West. What's your name? That may seem like a simple question, but it's actually layered with complexity. That's what brings me here today. I was made in America with Asian parts. My mom Tulia and my father Robert were originally from Haiti. So I'm a proud first gen. From the time I was 2 months old to 2 and a half years old, I lived in hate. Little did I know how that experience was fundamental to my identity. My aunt Maurice loves to tell a story of my first day ...

DDN's Core Focus - DDN positions itself as an enabler and accelerator of data-driven innovation across industries and use cases, akin to Nvidia's role in compute [5] - DDN emphasizes the importance of high-performance data, pivoting from high-performance computing to address the data needs of scientific discovery, business outcomes, and financial outcomes [3] - DDN aims to accelerate value and outcomes by feeding compute with data, irrespective of use case, whether it's in universities, government agencies, or organizations in various sectors [6] Challenges and Solutions - Organizations face challenges such as GPUs sitting idle (40%), power limitations, and fragmented hardware/software in AI data [10][11] - DDN claims to keep GPU utilization high (99% or even 999% in some cases), significantly lowering the cost per token (70% lower) and reducing power/cooling/data center footprint [11][12] - DDN addresses these challenges with solutions like Diate Core, AI Fasttrack, and AI Blueprint, designed to lower costs, accelerate AI adoption, and provide reference architectures for sovereign AI implementations [13][14][15] Product and Technology - Diate Core combines EXA and Infinia to provide a unified platform that lowers costs, accelerates checkpointing, and optimizes GPU utilization [13] - AI Fasttrack aims to simplify AI adoption for organizations seeking to achieve business, scientific, and financial outcomes [14] - DDN's architecture combines HPC scale, enterprise reliability, and AI-native speed [20] Partnerships and Ecosystem - DDN partners with cloud providers like Google (DDN WEP offering), OCI, and Corewave to enable distributed consumption and global enablement [8][9][19] - DDN collaborates with Nvidia, center, and Deloitte to develop and validate sovereign AI blueprints [19] - Nvidia is a partner and customer of DDN, with DDN technology deployed internally by Nvidia [8] Industry Applications - DDN solutions aim to deliver faster simulations and better fraud models for financial services, and faster screening for life sciences [23] - DDN enables AI factories to operate 24/7, ensuring continuous operation without interruption [24][25] - DDN optimizes its platform for specific industries and use cases, recognizing that requirements differ between financial services, academia, life sciences, and autonomous driving [28][29] Sovereign AI Blueprint - DDN is involved in large sovereign AI implementations globally, including in the US, Europe, Asia-Pacific, and the Middle East [15] - The sovereign AI blueprint provides a reference architecture for building successful AI implementations at high speed [15] - Yoda Shakti in India utilizes 8,000 B200 GPUs at 99% utilization with 40% power savings based on DDN's blueprint [19]

You want me to. Welcome back everyone. I'm John Fer with The Cube.We are live here at supercomputing 2025. I'm here with Dave Volante, my co-host Jackie Magcguire, Savannah P. The whole team is here unpacking the wave of AI infrastructure that continues to accelerate the value uh to the enterprise and to large cloud hyperscalers and neoclouds.A lot of action happening. Alex Bazari here, CEO of DDN is back on the cube. Alex, great to see you as always. as always. Always a real pleasure.You guys uh continuing ...

I know this order is comparing the urgency of this mission to the Manhattan project which was the World War II era program that was meant to develop the nuclear bomb. Is that a fair comparison and and why the urgency. How much is China a part of the conversation here.>> Yeah, a great question. So, you know, I would be remiss if I didn't note that this administration is sometimes given to hyperbole. I think, you know, it's a it's a very significant moment in America's national AI development.Uh, but as one o ...

Wall Street wants to sell data on private markets, where pensions and colleges pay hefty fees and receive scant information. https://t.co/0zIcw9gh9G ...

Technological Evolution in Mobility - The industry started focusing on safety and security on the road 30 years ago, before environmental concerns became prominent [3][4] - GPS accuracy significantly improved in May 2000, moving from 500 meters of error to 20 meters, enhancing the value of location data [5] - The combination of GPS and mobile connectivity revolutionized mobility, leading to the sale of 50 million personal navigation devices [6][7] - Big tech companies recognized the potential of mobility data and invested heavily in smart city and smart road technologies [8] The "CASE" Acronym and its Implications - In 2010, the acronym "CASE" (Connected, Autonomous, Shared, Electric) became prominent in Europe, defining the automotive and mobility sectors [10] - The electric aspect of "CASE" is driven by technological competition, particularly between China and the US, rather than solely by sustainability concerns [10][11] - The industry views the evolution of mobility through the "CASE" lens, influencing the development of robot taxis and transportation mode choices [11] The Digital Transformation of Mobility - The speaker prefers the term "digital" to "smart" when describing mobility, emphasizing the ongoing "silent revolution" driven by digital technologies [12]