Vice Chairman of Samba Nova and DDN. ex Groq and Cisco
Menlo Park, CA
Joined April 2009
- Tweets274
- Following1.1K
- Followers601
- Likes4.3K
Mohsen Moazami retweeted
Who’s investing in the AI economy, and where will the value accrue? @KiteVC, the first investor to commit to Zoom and a lead seed investor in Canva, and @mmoazami, Vice Chairman of SambaNova Systems and DDN, took that question on at FARR, with @thebenbergman of Business Insider moderating.
Bill:
1. Now we’re in the era of moving knowledge.
2. Like chips and networks before it, AI will follow a barbell structure: a powerful infrastructure layer on one end, with opportunities for applications to emerge at the edge as costs come down.
Mohsen:
1. The technology is in its first or second inning. The froth is in the capital structure.
2. Trust is what’s slowing enterprise adoption. Once that trust is there, watch enterprise adoption and token consumption go up exponentially.
FARRsummit.com
#FARR #FARRSummit #SFTechWeek
Mohsen Moazami retweeted
California's billionaire tax could cost the state revenue as the wealthy leave.
Europe tried wealth taxes and mostly repealed them.
Yet six Nobel Prize-winning economists are backing the idea. Their claims don't hold up. Cato's @adamnmichel explains.
Mohsen Moazami retweeted
AI agents turn one request into a chain of inference calls, and that's what blows up the budget. Vasanth Mohan of @SambaNovaAI broke down tokens per second per chip, model tiering, and how their RDU and disaggregated inference keep agent costs in check.
buzzsprout.com/2228835/episo…
Mohsen Moazami retweeted
Karan Kunjur, co-founder and CEO of @K2SpaceCo, says laser-linked satellites could provide another route for high-volume data if terrestrial cables are disrupted.
Hundreds of satellites with optical links between them could move data at terabit speeds, with enough redundancy built in to handle outages gracefully.
Disclaimer: bit.ly/3H4dQj0
Mohsen Moazami retweeted
Some snaps from the weekend at CASPA!
@RodrigoLiang joined fellow CEOs @NaveenGRao, @unconvAI & @FarisSbahi, @NormalComputing for a panel moderated by @chernandburn, @Reuters. It was an incredible weekend full of insights from some of the most brilliant leaders of the world. Thanks to the CASPA team for bringing everyone together!
Mohsen Moazami retweeted
All @YasminRazavi
Mohsen Moazami retweeted
Maybe more than 10GW
🛰️ @elonmusk wants 10 gigawatts of compute by the end of 2027. @JensenHuang says Nvidia now counts @SpaceX alongside its cloud provider customers, and the two companies' engineers are designing a server for space:
"In the two parts of our chart, Elon used to be under enterprise. That's the way we reported the numbers. Now he's part of our CSPs... They're massive.
He's using our technology for his own AI in training models and such, deploying models, of course... And the demand for GrokBot, the consumption for GrokBot is really skyrocketing. And then, of course, he rents it. And so the combination of these three things, he's fairly unique in doing that...
He loves the intersection between computing and the physical build-outs... And nobody knows more about energy than he does.
And one particular new market that we're going to go explore together is putting data centers out in space. So our two engineering teams are working super closely together to create a new type of server, a new type of architecture that might be super good... in space and on Earth."
— @JensenHuang, CEO of @nvidia on @BG2Pod with @altcap
Mohsen Moazami retweeted
Lisa Su just put numbers on the agentic wave: 14x growth in agentic traffic this year alone. Inference is now 60% of the AI market. And she's calling a $1.5T data center accelerator TAM by 2030.
The buildout isn't slowing.
Mohsen Moazami retweeted
True
This is the capital of robotics! 🌁
Silicon Valley is home to so many physical AI companies that you could spend a month visiting them and still not see even 10% of them (trust me, I tried).
So, the Bay Area is the world's leading ecosystem for robotics startups, bringing together top AI talent, top universities, experienced founders, and unmatched access to capital.
The region is anchored by Stanford University and University of California, Berkeley, two of the world's top universities for AI and robotics. They produce a constant stream of researchers, founders, and breakthrough technologies.
The Bay Area is also home to many of the companies shaping the future of robotics and AI, including @Figure_robot, @physical_int, @GeneralistAI, and major AI labs such as @OpenAI, or @GoogleDeepMind.
This concentration of talent makes it easy for startups to recruit experienced engineers and collaborate with leaders in embodied AI.
Not mentioning that it is also home to leaders such as @NVIDIARobotics, whose headquarters and leadership in AI chips power much of today's robotics revolution, and Tesla, whose work on autonomous driving and humanoid robots has created a deep pool of robotics, AI, and manufacturing talent.
Perhaps its biggest advantage is access to capital, talent and ambition.
The Bay Area has the world's deepest network of venture capital firms, serial entrepreneurs, and technical leaders who are willing to fund bold, long-term robotics companies.
In the comments I'll post the companies from the ecosystem.
‼️ Note that Bay Area has >300 robotics companies, research labs, and innovation hubs, so this is a curated selection of the notable product companies, not an exhaustive census!
P.S. I'm constantly working on improving these maps, so if your company is missing, please DM me with basic info about the co, and I will include it in the next release.
P.S.2 I have last open slots for my December RoboTour in the Bay Area, if you want to create content together and show the world what are you cooking, dm! :)
~~
♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
Mohsen Moazami retweeted
First model release from Reflection is out, and quite impressive. America can and should push the frontier on both closed and open models, it's not an either/or.
Introducing Beam: a highly efficient agentic open model with 501B total parameters and 23B active.
- Frontier reasoning efficiency
- Advances the Western open frontier on coding & agentic tasks
- Trained end-to-end from scratch
Full weights release this month.
Learn more about Beam: reflection.ai/beam
Mohsen Moazami retweeted
The "inference margin collapse" bear thesis is getting crushed right now.
Blended price per 1M tokens across OpenAI, Anthropic, and the broader market peaked above $1.40 in early March 2026 before cascading downward into the $0.50–$0.80 range by September. OpenAI's aggressive price cuts across mid and lower tiers, coupled with efficiency gains from next gen architectures, have triggered a full scale unit cost compression across frontier labs.
This isn't margin destruction imo—it's classic unit cost elasticity at play. Dropping raw token prices unlocks exponential expansion in agentic, long context, and high frequency production loops, keeping aggregate demand locked firmly into the compute pipeline…
AI spend is democratizing down the enterprise stack, but the top tier is seeing efficiency gains hit the balance sheet especially Anthropic customers.
While median monthly spend per employee continues climbing toward $15 and the top 10% accelerates sharply to $690, per employee AI spend at the top 1% dropped 10% heading into August 2026 after peaking near $8.1K.
This isn't budget cutting, it's model efficiency and workflow optimization kicking in at scale. The hyperspenders are getting more output per dollar, while the rest of the corporate world is still ramping up baseline adoption.
Mohsen Moazami retweeted
@mmoazami is coming to Farr.
Mohsen Moazami is Vice Chairman of SambaNova Systems and DDN, leading providers of AI infrastructure spanning compute, storage, and data intelligence, and a Senior Advisor to Blackstone (BXN1). He is also Founder and Managing Partner of Seif Capital, a Silicon Valley technology investment and advisory firm.
Previously, Mr. Moazami was a member of the Office of the CEO and President of International at Groq, where he led global growth and expansion in the period preceding Nvidia's approximately $20 billion transaction for Groq's technology and leadership team- the largest deal in Nvidia's history.
Earlier, he co-founded CNTP, a global multi-stage technology investment firm with $300 million in assets under management, focused on cybersecurity, big data analytics, marketplace platforms, and SaaS. He holds a master’s degree from Stanford University and is a recipient of the Ellis Island Medal of Honor.
October 5, San Francisco.
Limited seats. RSVP here
🔗 luma.com/FARRsummit
#FarrSummit #AIInfrastructure #SFTechWeek #SFTW #Infra #Infrastructure #NVIDIA #SambaNova #DDN #Cybersecurity
Mohsen Moazami retweeted
I turn 50 today. This is a message to my kids but I offer it to you in case any of it rings useful.
I was born in Sri Lanka in 1976 in a country that, at the time, was about to enter a decades long civil war. My father was able to get stationed at the Sri Lankan High Commission in Canada for four years in the early 80s - when some of the fighting was most severe - and which from our vantage point in Canada gave us some respite from an otherwise omnipresent conflict.
He came as a diplomat but then my father filed for refugee status after four years when his life was threatened by militants. We stayed in Canada as refugees. My dad never really landed on his feet and we grew up on welfare.
My mom stepped up. She did an incredible thing and put our family on her back and kept marching forward. Sometimes the steps were very small but she always tried to keep moving forward.
I worked at Burger King starting at 14, giving my paycheck to my mom and dad to support our family in the role that I was assigned - earn enough to pay for our bus passes because we couldn’t afford a car.
I was a loser growing up. Some friends, some good memories but mostly forgettable and lonely. I wasn’t very studious but did get my act together in my final year and got into a great university.
I immigrated to the US soon after graduating and found an opportunity. Things clicked and I have been traveling a path to find myself ever since. Only in America is this possible…
I worked hard, followed the rules, paid my taxes and stayed in California out of loyalty for the opportunities it has given me despite its dysfunction.
I found my wife here. Had my kids here. Found my tribe here.
There have been some very hard times as well - deaths, divorce, financial pain, mistakes of omission and mistakes of commission. You can’t dwell on these things - they are weights that will pull you down if you’re not careful. Learn from them. Respect them. BUT MOVE ON.
To think 50 years ago I could have ever gotten a chance to meet the people I’ve met and have had the experiences I’ve had would have been mind boggling to my parents. It’s mind boggling to me now.
We forget often and try to convince others it’s not true but America truly is the best country in the world. Everything and anything is possible here. I can testify. Be grateful to be here.
This is the only place that gives EVERYONE a chance to live a great adventure. The first 50 years have been that for me - an incredible adventure.
Notice there is nothing here about accomplishments or money. Because it doesn’t matter and it won’t matter.
You will be dust in less than 100 years from now and the decision to be remembered won’t be yours so stop sweating it. It’s not in your control.
So what is in your control?
Be kind. Have fun. Work on something meaningful to you. Find your tribe. Try to find perspective. Find an incredible partner. Have a bunch of kids. Live an adventure. Forgive your parents - they were doing the best they could even if that wasn’t what you deserved.
I will do what I can to make my next 50 years a wild ride.
You should too.
I love you and thank you. ❤️
🙏🏽🙏🏽
Mohsen Moazami retweeted
An AI system can now take a chip from a written spec to working hardware on its own, and this paper argues that is what finally makes chip design fast, not better code generation.
Redwood is a small, low-power inference chip. 2 human architects wrote the spec, and the AI system generated everything below it: the chip design, the tests, the firmware, and the kernels.
That means a spec change was back on real hardware in under 48 hours.
Redwood ran Qwen3-0.6B on an AMD FPGA board at 12.1 tokens/s, against 28 on an NVIDIA Jetson Orin Nano. Built as a real chip on Samsung 8 nm, the team projects 49 tokens/s at 1.335 W, or 3.4x more tokens per watt than the Jetson.
More importantly, the speed did not come from skipping tests. Every block reached 95% coverage, and the first design sent to the FPGA had 0 bugs.
Hardware could start moving at the pace of model releases, instead of models waiting on hardware.
– arxiv. org/abs/2608.26418
Title: "Redwood: A Frontier AI Accelerator Designed, Verified, and Deployed from Scratch in 2 Weeks by AI"
Mohsen Moazami retweeted
Novak Djokovic in tears as the realization dawns upon him that Father Time has finally caught up
Mohsen Moazami retweeted
A milestone for our infrastructure: our first NVIDIA Vera Rubin racks are here and now running our training stack. This is an important step as we expand compute that powers OpenAI's next generation of frontier AI pre-training.
Mohsen Moazami retweeted
🚨🎬 “India is no longer an emerging market. It is an emerged market."
Mohsen Moazami of DDN, speaking with us for Startup Policy Forum’s “AI in Action” series from his office in Menlo Park.
A 37-year Valley veteran, Mohsen now drives global growth at DDN, the world's largest privately held data storage company, backed by Blackstone at a $5B valuation, and the data engine beneath NVIDIA's AI factories and xAI's Colossus.
His key takes:
🔹 On the AI buildout: "I've never, never in my 37-year career experienced anything of this magnitude."
🔹 To the skeptics: "I don't see any slowdown in the investment."
🔹 The real bottleneck: GPUs run at just 40–50% utilisation, half the world's costliest compute sits idle. "Making infrastructure productive and profitable is the key to the game."
🔹 One-word advice to governments: Sovereignty. "AI is the new infrastructure. If you want to compete in this world, you cannot do it without having your own AI."
🔹 On India: "A country of your size and population, we cannot afford to ignore India."
As players like DDN scale in India, Startup Policy Forum and the New Economy Collective are strengthening the global–India corridor, bringing global innovation to India, and Indian innovation to the world.
🎥 Watch the conversation below:
youtu.be/uyEkJMsT2xk?si=Ws4R…
@mmoazami @DDNintelligence
Mohsen Moazami retweeted
Dear America,
Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy!
American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones. Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history.
But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach.
The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth. Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism.
But it doesn’t stop there. Representing the best of our civic traditions, an unprecedented outpouring of additional private contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state. America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody.
Trillions of dollars will compound in these accounts over the next 20 years.
But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential.
Trump Accounts do this through a massive public - private partnership that empower the individual not the state. They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government. Aligning citizens with capitalism rather than pitting them against it.
Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation.
Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential. Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American.
Happy 250th Birthday, America!
Brad Gerstner
July 4, 2026
@TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell
