Customer Success & Technology - DDN emphasizes customer success through its HPC experience, focusing on scale, end-to-end configurations, and tuning to ensure successful deployments [2] - DDN's partnership with Nvidia is 30 years old, with Nvidia using DDN for testing, including 4,000 Blackwell GPUs in their lab [2] - DDN highlights the importance of two pillars: Exascaler for large-scale GPU deployments and Infinia as a data intelligence platform [9][10] - DDN's solutions are designed for simple scalability, allowing customers to easily increase capacity by adding more DDN units [11] AI Market & Deployment - AI is permeating across various sectors, including cloud, industries, and daily life, driving significant changes in the next 10 years [3] - DDN is experiencing high demand and is actively hiring to meet customer needs and maintain delivery value [3] - DDN estimates supporting over 1 million GPUs before summer [3] Key Verticals & Partnerships - DDN serves various markets, including NCP/AI providers, healthcare (San Jud), financial services (HFT, fraud detection), energy (oil and gas), automotive (4GM, Tesla), defense, and public sector (NASA) [3] - DDN collaborates with technology partners like Super Micro, Nvidia, and others to deliver solutions at massive scale [6] - DDN has AI cloud program partners, including GCP and Scaleway, offering DDN solutions [6] Product Performance & Innovation - DDN's systems are running at 100% flawlessly [4] - Xia is running a quarter of a thousand GPUs based on 150 terabytes of Exascaler and close to 600 petabytes of Infinia for production [7] - DDN values customers who push the limits of their products, driving innovation and improvements [8]