#31: Unlocking 90% of Data, AI Bottlenecks, DeepSeek vs. Stargate, Precision Forecasting, and the Future of Data Processing w/ Voltron Data CEO Craig Dunham

The future of data infrastructure. We cover the explosion in compute demand, the petabytes of untapped enterprise data, energy-efficient GPUs, DeepSeek, the $500B Stargate project, and how AI is transforming data processing.

Craig Dunham is CEO of Voltron Data, a company at the forefront of accelerating data processing for AI, analytics, and enterprise-scale workloads. Voltron provides the infrastructure necessary to handle enormous amounts of data — transforming bottlenecks into breakthroughs. By championing open-source frameworks like Apache Arrow, Voltron is building the connective tissue that allows businesses to process data at orders-of-magnitude speed and efficiency, reshaping industries from finance to healthcare to national security — partnering with the likes of Snowflake and Meta. Voltron have established themselves as a key part of the AI infrastructure stack and have raised a total of $110M from the likes of Coatue, LightSpeed, Google Ventures and BlackRock.

With a deep background in scaling data infrastructure businesses, Craig is Voltron’s CEO. Before Voltron Data, Craig was the CEO of Lumar, a leading SaaS technical SEO platform. Prior to that, he held significant roles including General Manager at Guild Education and Seismic, where he led the integration of Seismic’s acquisition of The Savo Group and drove go-to-market strategies in the financial services sector. Craig began his career in investment banking with Citi and Lehman Brothers before transitioning into technology. He holds an MBA from Northwestern University’s Kellogg School of Management

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