
DDN’s Vision, Category Creation, AI Factories
AI is moving fast, but after my conversation with Alex Bouzari, Co-Founder and CEO at DDN, at Google Cloud Next '26, one thing became clear.
The bottleneck is no longer the model.
It is the infrastructure behind it. Alex broke it down in a very real way. Today’s AI systems are powerful, but the way data moves through them is still inefficient. You train these large models, but when it comes to actually running them at scale, things slow down. Latency increases, costs go up, and performance becomes unpredictable.
That is what is broken.
He shared how this shows up in real scenarios. When…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.