Core Insights - The transition from the IT era to the DI (Data Intelligence) era is marked by the need for data centers to evolve from mere storage facilities to AI-driven factories, emphasizing the importance of data being "computed" rather than just stored [1] - XSKY has launched its comprehensive AI data solution, AIMesh, which highlights the significance of proprietary data as a unique competitive advantage in the AI era, advocating for a "data evergreen" strategy to protect this core asset [1] Group 1: AIMesh Strategy - XSKY aims to build a stable data foundation to counteract the rapid depreciation of computing power and technological uncertainties, committing to absolute neutrality and hardware-software decoupling [2] - AIMesh provides unified and standardized data services regardless of the GPU or model algorithm used, granting enterprises maximum freedom in future computing power battles [2] Group 2: Technical Innovations - AIMesh addresses three major barriers to AI efficiency: the IO wall, gravity wall, and memory wall, through innovative architecture [3] - The MeshFS technology overcomes the IO wall by enhancing data supply speed, achieving a sequential write bandwidth that exceeds competitors by 50% [3] - MeshSpace tackles the gravity wall by expanding storage capabilities to "single bucket EB" level, allowing seamless data flow in hybrid cloud environments [3] - MeshFusion addresses the memory wall by utilizing local NVMe SSDs to create L3-level persistent memory, achieving near-infinite context windows at a cost of only 1% [3] Group 3: Industry Collaboration - The launch of AIMesh is supported by industry giants like Intel, which recognizes its alignment with current industry pain points and is collaborating on advanced research [4] - Companies like Minimax are validating the stability of XSKY's architecture in practical applications, particularly appreciating MeshSpace's ability to resolve hybrid cloud data silos [4] - XSKY is positioning itself to help enterprises build a "data evergreen" AI infrastructure, ensuring their competitiveness in the intelligent era [4]

Core Insights - MySize, Inc. is evaluating new opportunities to monetize its portfolio of aggregated and anonymized data intelligence assets in a responsible manner [1] Data Intelligence Insights - MySize's platforms have generated large-scale, privacy-compliant insights related to apparel fit trends, sizing mismatches, and product-level performance across brands and retailers, derived exclusively from anonymized and aggregated data [2] - The company is developing a secure Data Intelligence Framework to provide brands, manufacturers, and industry partners with access to insights that support demand planning, inventory optimization, customer trends, product design, and sustainability initiatives [3] Business Model Exploration - MySize is assessing usage-based digital access models, such as data credits, allowing enterprise customers to consume insights in a controlled, transparent, and scalable manner, built with a privacy-first approach and in compliance with data protection regulations like GDPR and CCPA [4] - The initiative remains in an exploratory phase, with no assurance regarding the timing, scope, or potential financial impact of future commercialization [5]

Core Insights - Databricks has successfully raised over $4 billion in a Series L funding round, achieving a valuation of $134 billion, which is a 34% increase from its previous valuation of $100 billion just three months ago [1] - The company is focusing on developing products that cater to the AI revolution, including a database for AI agents, an AI agent platform, and applications for building and deploying data and AI solutions [2] Funding and Valuation - This funding round marks Databricks' third major venture fundraising effort within a year, reflecting strong investor confidence in the company's ability to leverage data for AI applications [4] - The company was valued at $60 billion around the same time last year, indicating significant growth in investor belief regarding its potential [4] Revenue Growth - Databricks reported a run-rate revenue exceeding $4.8 billion, which represents a 55% increase from the previous year, with over $1 billion of that revenue coming from AI products [4] Product Development - The company is heavily investing in its AI agent database, Lakebase, which is based on the open-source Postgres database, and aims to support corporate developers in their projects [3] - Databricks' AI agent platform, Agent Bricks, is designed to assist businesses in building and deploying AI agents that utilize their data [3] Strategic Partnerships - Databricks has secured significant deals worth hundreds of millions with AI labs such as Anthropic and OpenAI to integrate their models into its enterprise products [3] Job Creation and Expansion - The new funding will be utilized to create thousands of new jobs across Asia, Europe, and Latin America, as well as to recruit more AI researchers [6] Investor Participation - The funding round was led by notable firms including Insight Partners, Fidelity, and J.P. Morgan Asset Management, with participation from several other prominent investors [7]

AI token factories collapse without data intelligence. DDN can help. Here's the business problem.Most AI token factories fail not because of GPUs, but because data becomes a bottleneck. Token cost skyrocket. Power goes through the roof.Time to revenue stalls. And here's the NCP reality for cloud. Profitability isn't about selling GPU hours.It's about lowering token cost. DDN does that across training, inference, and rack at the system level, helping NCPs attract more customers. GPUs create power.DDN turns t ...

How are GPUs being constrained in average environments today. And really the big challenge is data and actually we sometimes call artificial intelligence data intelligence at DDN because it's really about how we turn data as a source code into applications you can run which are intelligent and provide intelligence to the to the customers. And when we're building those models and when we're running those models and even when we're preparing the data to build those models, these are all GPU operations that ar ...

AI Infrastructure Challenges & Solutions - Data bottlenecks constrain GPU performance in AI training and inference, leading to wasted resources and reduced productivity [2][4][5][11] - DDN addresses these bottlenecks by optimizing data movement through fast storage systems and integration with AI frameworks and hardware like Nvidia [5][6] - Inference is becoming increasingly important, with spending expected to surpass training systems, posing challenges in model loading, RAG (Retrieval Augmented Generation), and KV cache management [7][8][9] - DDN Core combines Exascaler for training and Infinia for data management to provide a seamless AI experience [13][14] DDN's Value Proposition - DDN's solutions improve data center efficiency by increasing "answers per watt," delivering more compute with less energy consumption [12][13] - DDN handles KV cache, increasing the effective memory of GPU systems and improving productivity by up to 60% in large-scale GPU data centers [9][10] - DDN offers fast-track solutions for enterprises to adopt AI, whether on the cloud or on-premise, through partnerships like the one with Google Cloud [15][16][17] - DDN's platform supports various use cases, including HPC, AI training and inference, research data management, and secure data sharing [19][20] Strategic Considerations - DDN emphasizes the importance of considering data first when building AI at scale, advocating for data desiloing and secure access [28][29] - DDN supports sovereign AI, enabling nations to develop AI models relevant to their specific data, language, and culture while ensuring security and data sharing [20][21][22] - Partnerships are crucial for delivering efficient AI solutions tailored to customer preferences, whether cloud, on-premise, or hybrid [23][24] - AI factories, which integrate data preparation, training, simulation, and production, present complex data challenges where DDN excels [25][26][27]

There are three waves simulation AI and then you got quantum more and more data is coming in. What is an AI factory if someone asked you. >> So to me okay to me an AI factory is a tool a capability it could be physical as in a data center it could be a combination of physical in a data center and cloud but it's a way to generate and create business value business outcomes and financial outcomes for organizations who are looking at making investments in AI.So an AI factory for an enterprise, let's say financ ...

Performance Highlights - Workloads are supercharged to achieve data intelligence [1] - The technology offers fast and very flexible performance [1] - Sheer performance and amazing throughput at low latencies are provided [1] - Performance is described as earthshattering [1]

Product Focus - DDN's AI400X3 Series is designed for large-scale model training, AI factories, and high-performance computing environments [1] - The AI400X3 Series delivers the throughput, scalability, and operational simplicity that modern AI teams require [1] Company Overview - DDN specializes in high-performance data storage and management solutions [1] - DDN aims to drive performance, scalability, and reliability for its clients [1] Online Presence - DDN encourages viewers to visit their website and social media channels [1]

Core Insights - Fluent, Inc. reported strong growth in its Commerce Media Solutions business, which accounted for 40% of total revenue in Q3 2025, up from 16% in Q3 2024 [2][5] - The annual revenue run rate for Commerce Media Solutions now exceeds $85 million, with a gross margin of 22%, reflecting a sequential improvement of approximately 400 basis points compared to Q2 2025 [2][5] - The company expects to achieve adjusted EBITDA profitability in Q4 2025 and full-year double-digit revenue growth and adjusted EBITDA profitability in 2026 [4][10] Financial Performance - Q3 2025 revenue was $47.0 million, a decrease of 27% compared to $64.5 million in Q3 2024 [6][20] - Commerce Media Solutions revenue grew 81% to $18.8 million, compared to $10.4 million in Q3 2024 [5][6] - The net loss for Q3 2025 was $7.6 million, or $0.27 per share, compared to a net loss of $7.9 million, or $0.48 per share, for Q3 2024 [6][7] Year-to-Date Performance - Year-to-date revenue for 2025 was $146.9 million, a decrease of 22% compared to $189.2 million in YTD 2024 [8] - Owned and Operated revenue decreased 44% to $73.2 million compared to $130.2 million in YTD 2024 [8] - Commerce Media Solutions revenue increased 98% to $47.5 million compared to $24.0 million in YTD 2024 [8] Business Outlook - The company aims to accelerate the growth of its Commerce Media Solutions business and establish it as a leader in the performance marketing sector [9] - Fluent plans to leverage its 14-year leadership position in customer acquisition and its robust database of first-party user data to differentiate itself in the commerce media space [9] - The company expects to return Commerce Media Solutions gross margin to the high twenties by leveraging AI capabilities and proprietary first-party data [9]