DDN CEO @Alexbouzari says the AI boom could require $1 trillion of new data center infrastructure by 2030: "By 2030, we need an incremental minimum 30 gigawatts of data center to be screwed up." "A gigawatt is roughly $60 to $70 billion. Multiply that by 30, so you're in the trillion-dollar level." "Two years ago, I would have told you one gigawatt was a lot. Today, no." "We probably have a dozen customers right now who have projects underway at the gigawatt-plus level."