Mondelez International (MDLZ) Q2 2025 Earnings Call July 29, 2025 05:00 PM ET Company ParticipantsAndrew Lazar - Managing DirectorDirk Van de Put - Chairman & CEOLuca Zaramella - Executive VP & CFOPeter Galbo - Director - Head of US Consumer Staples Equity ResearchRobert Moskow - Managing Director Max Gumport - Director - Equity ResearchConference Call ParticipantsMegan Clapp - Equity Research AnalystAlexia Howard - Research Analyst - US FoodsOperatorGood Good day, and welcome to the Mondelez International ...

Bro nailed it, but he made me want to do it with a branded visual.Here's what Base's new block config looks like.→ Higher burst capacity→ Lower sustained capacity.This means price hikes kick in earlier but can run higher (~30 TPS peak) https://t.co/DHmi8rzzVDmatze | growthepie 🥧📏 (@web3_data):Why did @base measured Throughput drop? Is scaling over?Nope - we are learning and iterating. A new vocab for most: Elasticity.So far, Base slowly increased its gas limit, week after week, while keeping the gas target ...

AI Infrastructure & Market Trends - Modern AI applications are expanding across various sectors like finance, energy, healthcare, and research [3] - The industry is evolving from initial LLM training to Retrieval Augmented Generation (RAG) pipelines and agentic AI [3] - Vulture is positioned as an alternative hyperscaler, offering cloud infrastructure with 50-90% cost savings compared to traditional providers [4] - A new 10-year cycle requires rethinking infrastructure to support global AI model deployment, necessitating AI-native architectures [4] Vulture & DDN Partnership - Vulture and DDN share a vision for radically rethinking the infrastructure landscape to support global AI deployment [4] - The partnership aims to build a data pipeline to bring data to GPU clusters for training, tuning, and deploying models [4] - Vulture provides the compute infrastructure pipeline, while DDN offers the data intelligence platform to move data [4] Scalability & Flexibility - Enterprises need composable infrastructure for cost-efficient AI model delivery at scale, including automated provisioning of GPUs, models, networking, and storage [2] - Elasticity is crucial to scale GPU and storage resources up and down based on demand, avoiding over-provisioning [3] - Vulture's worldwide serverless inference infrastructure scales GPU resources to meet peak demand in different regions, optimizing costs [3] Performance & Customer Experience - Improving customer experience requires lightning-fast and relevant responses, making time to first token and tokens per second critical metrics [4] - Consistency in response times is essential, even with thousands of concurrent users [4] - The fastest response for a customer is the ultimate measure of customer satisfaction [4] Data Intelligence Platform - DDN's Exascaler offers high throughput for training, with up to 16x faster data loading and checkpointing compared to other parallel file systems [5] - DDN's Infinia provides low latency for tokenization, vector search, and RAG lookups, with up to 30% lower latency [5] - The DDN data intelligence platform helps speed up data response times, enabling saturated GPUs to respond quickly [6]