Vision & Strategy - The company's early vision focused on cloud, open source, data, and AI, demonstrating foresight into market trends [1] - The company declined a $10 million offer for on-premise deployment, prioritizing its cloud-based strategy [1] Customer Acquisition & Market Shift - JP Morgan Chase initially stated they would "never be in the cloud" but later became one of the company's biggest customers, highlighting a significant market shift [1] Financials - In the early days, the company's first-year targets were less than $1 million [1]

One of the smartest things we did at data bricks was we priced based on consumption. So you could start super small but as you start to consume more it could get super big and then we expanded to multiple products all that kind of thing. But if you think about data and AI data is growing the number of queries you're going to do or grows.So having a consumptionbased model is super smart. I see this mistake a lot like people be like oh I'm going to price on users. There's a cap on users and you know if the ec ...

AI应用与数据 - AI应用正从训练模型转向利用前沿模型解决大型问题[1] - 应用阶段的数据重要性被低估，AI需要访问信息而非原始数据[1] - 行业正在将对象和原始数据的存储重构为数据智能[1] 存储与计算 - 数据智能为全球企业提供AI运行所需的信息结构[1] - 这代表着计算和存储关系的非凡重构[1]

RT Bloomberg Opinion (@opinion)Will Jerome Powell make it clear that he bows to no one except the data? 📊Tune in for Fed Day 🎥https://t.co/VrIJWN8ERR ...

AI Infrastructure Challenges - Scaling AI deployments faces data challenges, not just compute limitations [1] DDN Infinia Solutions - DDN Infinia guarantees consistent performance under heavy AI loads [1] - DDN Infinia prevents tenant interference and enforces intelligent QoS (Quality of Service) [1] - DDN Infinia provides full visibility and control across dynamic, multi-tenant environments [1] Session Highlights - The session includes a live demo of DDN Infinia's capabilities [1] - A live expert Q&A session is available for attendees [1]

[Music] Hey everyone. Um hope you are having a great conference. Um so I'm going to talk about uh how to run events at scale and thinking beyond accuracy or similarity.Uh so in the last uh presentation we we learned about like how to art u architect the AI applications um and then whys are important. In this presentation I am going to talk about like the importance of ewells as well as what type of ewells we have to choose when we are crafting an application. This is a bit about me.Um so I work as a lead en ...

A month ago Meta acquired Scale AI for $14B, now a16z comes out and is backing Poseidon🤔Poseidon (@psdnai):AI is moving beyond the browser and into the real world. The bottleneck? Data.Today we’re announcing a $15M seed round led by @a16zcrypto to build infra that collects, curates, and licenses high-quality data for physical AI.Incubated by and built on @StoryProtocol. https://t.co/OKnHrtTwgq ...

Overview - Moca Chain is a modular, EVM-compatible Layer 1 blockchain designed for user-owned identity and data [1] - The blockchain utilizes zero-knowledge proofs, decentralized storage, and cross-chain oracles for secure, private, and reusable credentials [1] Tokenomics - MOCA token powers a non-inflationary ecosystem [1] - User activity drives demand for MOCA token [1] - Treasury revenue funds development, staking, and airdrops [1]

Financial Data and Key Metrics Changes - IT services revenue for Q1 was $2.59 billion, reflecting a 2% decline in constant currency terms, within guidance range [6][21] - IT services margin was 17.3%, an expansion of 80 basis points year on year [6][22] - Net income grew 10.9% year on year in Q1, with EPS at INR 3.2, a growth of 10.8% year on year [25][26] - Free cash flow as a percentage of net income was robust at 115% for the quarter [26][119] Business Line Data and Key Metrics Changes - BFSI sector saw a decline of 3.8% sequentially and 3.5% year on year, while healthcare grew 0.5% sequentially and 3.5% year on year [24] - Consumer sector declined 4% sequentially and 5% year on year, with technology and communications growing 0.4% sequentially but declining 3% year on year [24] - Capco continued to perform well, growing 6.1% year on year [25] Market Data and Key Metrics Changes - Americas market grew 1.5% year on year in constant terms, with strong deal momentum [6][23] - Europe faced a decline of 6.4% sequentially and 11.6% year on year [23] - Digital spending in India, Middle East, and Southeast Asia remained resilient [6] Company Strategy and Development Direction - Company is focusing on AI, data, and modernization programs, aligning with client priorities [4][5] - Emphasis on vendor consolidation and cost optimization as key drivers for deal wins [11][12] - Company aims to build an AI-first enterprise, integrating AI capabilities into industry solutions [16][17] Management Comments on Operating Environment and Future Outlook - Management expressed caution regarding the macro environment, highlighting ongoing geopolitical uncertainties and tariff impacts [37][39] - Strong order book and healthy pipeline provide confidence for long-term value delivery [18] - Guidance for Q2 indicates a sequential growth range of -1% to +1% in constant currency terms [28] Other Important Information - The board declared an interim dividend of INR 5 per share, distributing over $1.3 billion in cash in the last six months [27][120] - The company revised its capital allocation policy to pay out a minimum of 70% of net income over three years [27] Q&A Session Summary Question: What is the macro outlook right now? - Management acknowledged ongoing uncertainty due to geopolitical factors and tariffs, but noted strong deal momentum in BFSI and technology sectors [37][39] Question: What powered the Americas One performance despite sector declines? - Strong performance in health and communications sectors contributed to the growth in Americas One [40] Question: Is discretionary demand returning? - Discretionary spending is returning in certain pockets, particularly in AI and modernization projects [45] Question: How is AI impacting hiring and headcount changes? - AI efficiency is evolving, and while there is a need for AI-trained talent, the correlation between AI and hiring is not yet strong [48] Question: How are acquired companies contributing to growth? - Capco has performed well, growing 6% year on year, with robust bookings expected to continue [79]

Weather Forecasting Challenges & Opportunities - Weather forecasts significantly impact daily choices and various critical systems [2] - Current weather data collection is insufficient, with 85% of the planet lacking adequate atmospheric observations [9] - The Pacific Ocean represents a major observational gap, impacting weather forecasts, especially for regions like California [10] - Traditional weather models struggle with the complexity of atmospheric processes at scales smaller than the grid resolution [20][21] Technological Advancements & Solutions - The company utilizes long-duration controllable balloon systems for comprehensive atmospheric monitoring [14][15] - These balloon systems offer access to any point in the sky at a lower cost and environmental impact compared to existing technologies [14] - Deep learning models have emerged as a promising alternative to traditional physics-based weather models, demonstrating remarkable accuracy and efficiency [23][24][26] - Deep learning models offer potential for tailored forecasts for specific applications, such as wind farm output and seasonal agricultural planning [27] Impact & Future Directions - Data collected on oceanic winds during hurricane season in 2022 led to a 20% reduction in trajectory error at the 6-day forecast in US operational weather models [17] - Advances in hardware and AI are driving a transformation in how humanity interacts with weather, enabling easy access to automation and improved decision-making [30]