In this segment from theCUBE + NYSE Wired’s “AI Factories – Data Centers of the Future” series, Chris Stephens, field CTO at Groq, joins theCUBE’s John Furrier from the NYSE to unpack how AI factories are reshaping enterprise infrastructure and sovereign compute strategy. Furrier notes Groq’s momentum (~$750M raised, a valuation approaching ~$7B, and a new partnership with McLaren) as Stephens outlines why inference is the “killer app” and now a market of its own. He details rapid standups of sovereign AI inference “factories” (~51 days in the Middle East, ~40-some days with Bell Canada, and ~30 days in Helsinki) and explains how telcos are leveraging trust, data and national footprints to deliver AI-scale services.
The discussion explores where value is accruing across the stack: from the physical build-out to the software layer that operationalizes Groq’s LPU-based system. Stephens highlights GroqCloud (launched ~18 months ago), native MCP service support and a Compound-powered research product, all aimed at simplifying deployment and enabling secure, standards-driven agent communications. He also digs into real-world use cases (customer-facing agents and workflow automation), cross-site/sovereign interconnect considerations, and why “joules per token” is becoming a defining metric for scaling reliable, low-latency inference within power-constrained data center designs.
Forgot Password
Almost there!
We just sent you a verification email. Please verify your account to gain access to
. If you don’t think you received an email check your
spam folder.
In order to sign in, enter the email address you used to registered for the event. Once completed, you will receive an email with a verification link. Open this link to automatically sign into the site.
Register For Cube365 Events Platform
Please fill out the information below. You will recieve an email with a verification link confirming your registration. Click the link to automatically sign into the site.
I want my badge and interests to be visible to all attendees.
Checking this box will display your presense on the attendees list, view your profile and allow other attendees to contact you via 1-1 chat. Read the Privacy Policy. At any time, you can choose to disable this preference.
Select your Interests!
add
Upload your photo
Uploading..
OR
Connect via Twitter
Connect via Linkedin
EDIT PASSWORD
You are already logged into TheCUBE Network as
Share
Share clip
The clip will play by default when shared. The entire video and transcript is also accessible via the link.
In this interview from theCUBE + NYSE Wired: AI Factories — Data Centers of the Future, Kevin Delane, chief revenue officer of DDN, joins theCUBE + NYSE Wired's Gemma Allen to discuss how DDN is expanding from its high-performance computing roots into the full enterprise AI market. Delane arrives just two days into the role, bringing 30 years in data and a conviction that this is the most opportunistic moment the industry has ever seen. He describes DDN as one of AI's best-kept secrets — a company long specialized in maximizing data utilization that is now po...Read more
