My guest today is Paul Bloch, co-founder and CEO of DDN. Once bootstrapped for decades, DDN is now a multi-billion dollar company partnering with Nvidia, Google, and Blackstone, helping customers train the largest models in the world and deploy AI at scale. We discuss how Paul and his team spotted the AI inflection point early, why infrastructure partnerships define the winners and losers in this space, and how DDN balances discipline with massive growth opportunities. Please enjoy this conversation with Paul Bloch.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Show Notes

(00:00:00) Welcome to Making Markets

(00:01:02) DDN's Role in AI Infrastructure

(00:02:08) Competition and Collaboration in the AI Market

(00:04:31) Customer Engagement and Use Cases

(00:08:06) Economic Models and Government Involvement

(00:11:49) Sovereign Cloud and Global AI Perspectives

(00:16:19) AI's Rapid Evolution and Future Outlook

(00:21:46) Partnerships and Strategic Decisions

(00:35:01) Beliefs on AI

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