Mohsen Moazami has spent 37 years building the infrastructure behind major technology shifts, from the early internet at Cisco to leading Groq's global expansion before its acquisition by Nvidia. He now drives international growth at DDN, the world's largest privately held data storage company, valued at $5 billion and backed by Blackstone.
In this conversation, Mohsen makes the case that India has moved past "emerging market" status and argues that global businesses can no longer afford to overlook it. He also breaks down why he believes AI has become the new national infrastructure, why sovereign AI matters for governments, and why he isn't worried about a slowdown despite the skeptics.
He gets into a bottleneck few people are talking about: most of the world's GPUs are running at less than half their capacity. And he explains why profitability, not just scale, is what will determine which companies win the next phase of AI adoption.
