Store
HBM Supply Curve Gets Steeper, But Still Can’t Meet Demand
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. …
Flash
Store
Micron Humming Along On All Memory Cylinders
The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …
Store
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. …
AI
HBM Can Keep Micron Out Of The Next Memory Bust Cycle
An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …
Store
Micron Is Fashionably Late To The HBM Party, But Not Too Late
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …
Store
Micron Gears Up For Its Potential Datacenter Memory Boom
If you don’t like gut-wrenching, hair-raising, white-knuckling boom bust cycles, then do not go into the memory business. …
Store
The Vast Potential For Storage In A Compute Crazed AI World
When it comes to funding rounds for high tech companies, the alphabet usually runs out somewhere around Series E. …
Store
The Pure Unification Of Block And File Storage
Companies have been working for years to pull together block, file, and object storage under a single umbrella, giving enterprises that are at times dealing with petabytes of data spread across datacenters, the cloud, and the edge a simpler way to manage, organize, and access all that information. …
Store
Putting More Flex Into Flash Storage Arrays
In a cloud-based, highly distributed, and data-centric world, flexibility in what a piece of hardware and its systems software can do, where it can run, and how it can be configured is a critical differentiator for picky enterprises. …
Store
Excelero Storage Deal Gives Nvidia A Nearly Complete HPC/AI Stack
In case it is not immediately obvious, over the past decade Nvidia has been transforming itself from a component supplier into a complete platform provider. …