DD

Infrastructure and data centers · Second string · Independent

DDN

Storage for the largest AI and supercomputing clusters.

66OVRBenchDraft · rated on 4 of 6

Ratings

DDN took $300m from Blackstone at a $5bn valuation in January 2025, runs inside the largest clusters by its own account, and has to reach the roughly $1bn revenue projected for 2026.

  • Dominance70draft

    Second-string in AI storage, running inside the largest clusters including xAI's Colossus by its own account.

    sourced pulse2.com
  • Momentumunrated

    The Atlas gives no growth figure and no stated direction for this company.

  • Leverage50draft

    The Atlas states no company that depends on DDN beyond its own account of the clusters it runs in.

    sourced pulse2.com

    Network base 50, judgment +0.

  • Durability74draft

    Its named risk is reaching the roughly $1bn revenue projected for 2026.

    sourced pulse2.com
  • Firepower68draft

    Took $300m from Blackstone at a $5bn valuation in January 2025.

    sourced pulse2.com
  • Deal Heatunrated

    The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

DOM 70MOM –LEV 50DUR 74FIRE 68HEAT –

Key figures

$300mFrom Blackstone at a $5bn valuation, January 2025

From the Atlas key figure: $300m from Blackstone at a $5bn valuation, January 2025. BofA Securities was its exclusive adviser. Source: pulse2.com.

Profile

Storage for the largest AI and supercomputing clusters.

Infrastructure and data centers · Storage · Second string

Key figure $300m from Blackstone at a $5bn valuation, January 2025. BofA Securities was its exclusive adviser.

Why it may rise Runs inside the largest clusters, including xAI's Colossus by its own account.

What could change it Reaching the roughly $1bn revenue projected for 2026.

sourced pulse2.com

Connections

Owners and backers

See DDN and its connections on the map →

Sector standing

No. 24 of 32 rated in Infrastructure and data centers

  1. 19Everpure (Pure Storage)69
  2. 23Super Micro67
  3. 24DDN66
  4. 25HPE61
  5. 26Crusoe60

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric.