PTC'DC | The Next Wave of AI: Inference, Agents and Distributed Infrastructure | Alex Bouzari, DDN

Thank you very much for having me, Emily. Looking forward to it.

Sure. I mean, the opportunities are everywhere, right? So AI is transforming the world's economy. It's adding value. It's adding creativity in all kinds of industries that thrive on that. It's helping enterprises develop better products, better technologies, better services, so that their customers can benefit from it. So it's impacting the top line and the bottom line of enterprises, and it's extremely valuable. So the opportunity is in all aspects of all industries, from financial services to life sciences, manufacturing, healthcare, government, security, safety — it has an impact. And so I think AI traverses all industries, all use cases, and the opportunity is everywhere. Just pick one, focus on one, and deliver value. It's as simple as that.

Sure. It will be massive. So the first phase of this deployment of AI in terms of use and value creation was in laying out the foundation: building data centers, taking land, bringing power, putting modular data centers or stick-built data centers, rolling in the racks of equipment, putting models on those. That was the first wave. The second wave is the industrialization of this infrastructure that is being built. Think of it as we built the highways. Now we're putting cars and trucks on these highways, and these cars and trucks are delivering goods and services throughout the US, throughout the world. So I think it is the industrialization that is taking place right now. That industrialization is in very early stages. There will be tens of trillions of dollars of value creation over the next decade that will come out of AI. So very much in the early stages. The other element which will result in massive growth and massive opportunity is inference and agents. We are just starting to see agents make their way into delivering value. I mean, you live with it, I live with it, we all live with it — agents are bringing value to us in our daily lives. They're bringing value to enterprises, organizations. It's just the very, very beginning of that. We will see orders of magnitude amplification through agents in AI. So very much the early phases of this. This is a story which will get deployed. You know, I always say this is the golden age for humanity, that this is really an expansion, an acceleration the likes of which humanity has never seen, and we are in the first chapter of that book.

Absolutely. Absolutely.