Unlock the full power of enterprise AI and HPC with DDN’s AI400X3 Series. In this video discover how the AI400X3 Series is purpose-built for large-scale model training, AI factories, and high-performance computing environments. We’ll dive into performance benchmarks, architectural highlights, deployment flexibility, and why this platform delivers the throughput, scalability and operational simplicity modern AI teams demand. *************************************************** SUBSCRIBE TO OUR CHANNEL: https: ...

•Q3 2025 revenue of $47.0 million; YTD 2025 revenue of $146.9 million •Q3 2025 Commerce Media Solutions revenue grew 81% to $18.8 million, representing 40% of consolidated revenue from $10.4 million or 16% of consolidated revenue in Q3 2024 •Commerce Media Solutions annual revenue run rate now exceeds $85 million, with gross margin of 22% reflecting a sequential improvement of 400 basis points compared to Q2 2025 •Expect adjusted EBITDA profitability in Q4 2025 as well as full-year double-digit revenue g ...

RAG Acceleration with DDN Infinia - DDN Infinia accelerates retrieval-augmented generation (RAG) by removing I/O and object storage delays [1] - DDN Infinia delivers sub-second retrieval [1] - DDN Infinia achieves 96% GPU utilization [1] - DDN Infinia enables seamless scaling for hybrid vector and keyword search workloads [1] Key Benefits - DDN Infinia accelerates hybrid RAG retrieval [1] - DDN Infinia reduces latency and maximizes throughput [1] - DDN Infinia streamlines vector search and context retrieval [1] - DDN Infinia improves LLM performance in enterprise AI environments [1] DDN Overview - DDN is a pioneer in high-performance data storage and management [1] - DDN delivers innovative solutions that empower organizations across the globe [1]

Core Insights - The 2025 World Internet Conference held in Wuzhen focused on building an open, cooperative, and secure digital future, gathering global leaders from various sectors [2] - Baiwang Co., Ltd. won the "Special Award" at the "Direct to Wuzhen" global internet competition, showcasing its innovative technology and industry application capabilities [2] - The competition highlighted that companies implementing AI are increasingly favoring "modular intelligent agents" over single general models, with Baiwang's approach serving as a benchmark in the industry [2] Company Developments - Baiwang's intelligent agent matrix integrates foundational large models with deep business understanding, demonstrating significant innovation in AI technology and marking a milestone in data intelligence strategy [3] - The co-founder of Baiwang, Zou Yan, emphasized the importance of integrating data intelligence with industry, proposing a formula for future digital productivity as "scene x (data + intelligence)" [3] - Baiwang's data intelligence technology has been successfully implemented in leading enterprises, such as collaborating with a major state-owned shipping company to build a cross-border document compliance intelligent agent [4] Industry Trends - The value of data intelligence lies in its ability to connect enterprise needs with opportunities, as well as linking Chinese innovation with global markets [5] - Baiwang aims to deepen the application of data intelligent products in new scenarios and enhance vertical models, leveraging AI to meet real-world enterprise demands [5] - The company is committed to driving digital productivity as a core engine for sustainable global economic development through high-quality data assets and vertical intelligent agents [4][5]

Financial Data and Key Metrics Changes - In Q3 2025, consolidated revenue was $239 million, up 3% year-over-year [28] - Marketplace revenue was $232 million, reflecting a 14% year-over-year increase, driven by subscription-based listings revenue [29] - Non-GAAP gross profit was $214 million, up 11% year-over-year, with a non-GAAP gross margin of 90% [30] - Adjusted EBITDA was approximately $79 million, up 21% year-over-year, with an Adjusted EBITDA margin of 33% [31] - Non-GAAP diluted earnings per share was $0.57, reflecting a 30% year-over-year increase [34] Business Line Data and Key Metrics Changes - U.S. CarSID grew 8% year-over-year, with 1,182 new paying U.S. dealers added [29] - International operations saw revenue growth of 27% year-over-year, with international CarSID up 15% year-over-year [29] - Digital Deal adoption surpassed 12,500 dealers, with significant growth in high-value actions such as financing applications and deposits [21] Market Data and Key Metrics Changes - The international market is showing strong growth, with CarGurus adding over 800 customers in Canada and the UK [53] - The company is maintaining lower pricing in international markets to build market share before increasing prices [52] Company Strategy and Development Direction - The company is focused on expanding its suite of data-driven solutions across dealer workflows to enhance profitability [11] - CarGurus aims to deepen monetization through scalable software and data solutions, expanding its addressable market significantly [9][10] - The strategy includes leveraging AI capabilities to enhance dealer performance and consumer experience [24][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the marketplace and the early results of new product investments [36] - The company anticipates continued growth in both U.S. and international markets, with a focus on innovation and AI-driven solutions [37] - Management highlighted the importance of building trust and transparency in the consumer journey to enhance engagement [10][17] Other Important Information - The company is winding down the CarOffer transactions business, which is expected to impact revenue from digital wholesale going forward [30] - Cash and cash equivalents at the end of the quarter were $179 million, down from the previous quarter due to share repurchases [34] Q&A Session Summary Question: What is the trend regarding dealers using CarGurus? - Management noted that dealers are using fewer marketplace partners, with the average dropping from three to under two, indicating consolidation towards those offering better ROI [41] Question: How is the ROI for Digital Deal perceived by dealers? - Management indicated that more consumers are engaging in high-value actions, which drives higher quality leads and further ROI for dealers, presenting an opportunity for future pricing power [44][45] Question: What is the growth potential in international markets? - Management expressed pride in international growth and indicated that they are strategically keeping prices lower to build market share before increasing them [52][54] Question: How does CarSID growth relate to dealer rooftops? - Management explained that CarSID growth is influenced by the number of rooftops, with a natural headwind when rooftops grow faster than CarSID [66] Question: What insights are gained from CG Discover? - Management highlighted that CG Discover provides a conversational experience that enhances user engagement and leads to higher conversion rates [72][75]

Financial Data and Key Metrics Changes - In Q3 2025, consolidated revenue was $239 million, up 3% year-over-year [27] - Marketplace revenue was $232 million, reflecting a 14% year-over-year increase, driven by subscription-based listings revenue [28] - Non-GAAP gross profit was $214 million, up 11% year-over-year, with a non-GAAP gross margin of 90%, an increase of about 650 basis points [29] - Adjusted EBITDA was approximately $79 million, up 21% year-over-year, with an adjusted EBITDA margin of 33%, up about 490 basis points [30] - Non-GAAP diluted earnings per share was $0.57, reflecting a 30% year-over-year increase [32] Business Line Data and Key Metrics Changes - U.S. CarSID grew 8% year-over-year, with 1,182 new paying U.S. dealers added, marking the seventh consecutive quarter of positive net dealer adds [28] - International operations saw revenue growth of 27% year-over-year, with international CarSID up 15% year-over-year [28] - Wholesale revenue was approximately $2 million, and product revenue was roughly $5 million, as the company ceased facilitating transactions in the CarOffer business [29] Market Data and Key Metrics Changes - The international market is showing strong growth, with a focus on building market share while maintaining competitive pricing [42][44] - The company is experiencing a trend of dealers using fewer marketplace partners, indicating consolidation in the market [37] Company Strategy and Development Direction - The company is expanding its suite of data-driven solutions across dealer workflows to enhance profitability [10] - New product innovations include Price Vantage, a machine learning-based pricing tool, and CG Discover, a GenAI-powered shopping assistant [10][16] - The strategy focuses on deepening monetization across four key pillars: inventory, marketing, conversion, and data [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength and growth of the marketplace, with expectations for continued investment in AI-centric innovations [35] - The company anticipates capturing more dealer wallet share and deepening consumer engagement to support long-term growth [27][35] - Management noted that the combination of proprietary data and machine learning positions the company for new levels of intelligence and efficiency [26] Other Important Information - The company is winding down the CarOffer transactions business, which is expected to be accounted for as a discontinued operation in Q4 [29] - The company has approximately $55 million remaining on its share repurchase authorization [32] Q&A Session Summary Question: What is the trend regarding dealers using CarGurus? - Management noted that dealers are using fewer marketplace partners, with the average dropping from three to under two, indicating consolidation [37] Question: How is the ROI for Digital Deal perceived by dealers? - Management highlighted that 80% of consumers want to engage more online, and the Digital Deal program is packaged into premium tiers, driving higher quality leads and ROI for dealers [39] Question: What are the growth prospects in international markets? - Management expressed pride in international growth, emphasizing the importance of lead quality and competitive pricing to attract dealers [42][44] Question: How does CarSID growth relate to dealer rooftops? - Management explained that CarSID growth is influenced by the number of rooftops, with a natural headwind when rooftops grow faster than CarSID [50] Question: What insights are generated from Dealership Mode? - Management indicated that Dealership Mode provides valuable consumer insights, helping dealers understand customer interests and financing needs [58][59]

You need the GPU side of it which is the processing of information and then you need the data side of it a massively scalable highly efficient very power efficient data intelligence platform. So DDN has written a few million lines of code which addresses that problem. DDN has written another few million lines of code that addresses database capabilities.the acceleration of the analytics layer above the GPU side data orchestration. So it's the combination of the DDN technologies which addresses the requireme ...

Core Viewpoint - The company emphasizes its focus on global data intelligence leaders like Palantir, highlighting its strong data accumulation and governance capabilities, as well as its successful commercialization of data intelligence applications in both commercial and public service sectors [1] Company Overview - The company operates as a data intelligence service provider with a robust product matrix that includes applications for industry upgrades and innovation [1] - It has developed a three-tier product architecture called "GAI" series, which includes GAI OS, GAI Office, and GAI Store, aimed at enhancing AI capabilities [1] Product Offerings - Palantir's core products include Gotham, Foundry, Apollo, and AIP, which provide comprehensive support from data integration and analysis to visualization [1] - Gotham is tailored for government clients, focusing on data search, analysis, and visualization for applications in counter-terrorism, national defense, and law enforcement [1] - Foundry serves enterprise clients, facilitating business data analysis for supply chain optimization, financial risk management, and medical data research [1] - Apollo aids in software deployment and management across various environments, ensuring seamless updates and continuous operation of critical systems [1] - AIP, as a generative AI platform, allows unified access to multiple AI models, automating data analysis and decision support [1] Market Position and Strategy - The company has established a strong presence in the public safety sector, with a solid customer base and competitive product offerings [1] - It is leveraging advancements in AI technology to enhance its product offerings and drive long-term high-quality growth [1] - The company has accelerated its AI initiatives in 2023, integrating 20 years of data intelligence experience into its new product developments [1]

We are in a whole another era that's going to change the data center, the edge. >> DDN is at the forefront of this movement, powering groundbreaking use cases across life sciences, drug discovery, and beyond. >> DDN has been called AI's bestkept secret.NASA is one of the companies that trusts you. >> We are the data intelligence platform that propels the growth of AI. We would have never imagined that the whole world would be looking for this solution.>> That's what happens when two engineered CEOs get toge ...

Welcome to Beyond Artificial, >> Jensen. >> Thank you. It's great to be here, Alex.>> Thank you very much. >> Nice to see you. >> Okay, I have to tell you how Infinia started this new product.2017, >> Nvidia said, "We want to stand up a reference architecture super pot. And we need the data part of it." And we walked away from that meeting. I said, "There's got to be a different architecture for AI." If Jensen's far-reaching vision turns into reality over the next decade or so, a completely different approa ...