在数字化浪潮的推动下，NAS（Network Attached Storage，网络附属存储）市场正以惊人的速度崛起。部分企业 NAS 产品销售收入甚至创造过年增长率 300%的业绩表现。随着消费端与企业端需求同步激增，相关企业业绩持续爆发，NAS 市场也成为科技领域的新增长点。 QYResearch数据显示，2023年全球家用NAS设备市场销售额达24.4亿元，预计2030年将达到289.3亿元。中国市场表现尤为突出，2023年规模达7.12亿元， 占全球市场的29.19%，预计2030年将增长至96.19亿元。NAS作为潜力股，正逐步走进大众视野。 NAS，又称"私有云"或"个人云"，本质上是一台无需屏幕即可独立运行的专用数据存储设备。它以数据为核心，专注于数据的存储、管理与共享，可通过 局域网或互联网无缝连接计算机、笔记本电脑、智能手机、智能电视等各类终端设备，为用户打造灵活便捷的存储解决方案。 企业业绩迎来爆发式增长 咨询机构弗若斯特沙利文（Frost & Sullivan）发布的市场地位声明显示，在2024年下半年至2025年上半年期间，UGREEN绿联（简称"绿联"）稳居中国消 费级NAS市场销量 ...

The Canada Pension Plan Investment Board and Australia’s Goodman Group agreed to set up a multibillion dollar European data center business, as the rise of artificial intelligence drives demand for power and storage sites. https://t.co/TWg7icPv8o ...

St Jude's Mission and Goals - St Jude's mission is to advance cures and means of prevention for pediatric catastrophic diseases [3] - St Jude aims to save lives and improve the lives of children globally, focusing on areas with lower survival rates [6] - St Jude is in the business of knowledge discovery through research [5] Data Growth and Infrastructure - St Jude's storage utilization has doubled in the past four years, reaching 100 petabytes [13][14] - Bio image data is the fastest growing data source, increasing from 12% to 28% of research storage in the last four years [15] - The institution has expanded from three storage systems to eight to address different regulations and improve resilience [17] - A second data center with a live, asynchronously replicated copy of almost all data has been added for disaster recovery and business continuity [17][18] Future Focus Areas - St Jude anticipates doubling its data utilization again in the next four years and is exploring improved tiering strategies [20][21] - The institution is focused on improved sharing and collaboration tools for its global initiative [21][22] - St Jude is exploring the integration of quantum computing with its current systems [23] - The organization is addressing the challenges of balancing data accessibility for artificial intelligence with cost-effective tiering techniques [24][25]

Seagate Technology Holdings FY Conference Summary Company Overview - **Company**: Seagate Technology Holdings (NasdaqGS: STX) - **Date of Conference**: December 09, 2025 Key Industry Insights - **Demand Trends**: There has been a noticeable demand inflection in the last few months, with a strong growth in nearline storage applications, particularly driven by video and AI workloads [4][5][6] - **Future Applications**: Emerging applications such as autonomous driving and robotics are expected to significantly increase storage demand in the near future [6] Core Financial Insights - **Revenue Growth**: The company previously projected a 25% growth in exabyte revenue in the nearline space, which has since been revised to indicate even stronger demand [5] - **CapEx Allocation**: Seagate's revenue is tied to the capital expenditures (CapEx) of its customers, which are expected to grow, thereby increasing the portion allocated to storage [11] Supply Chain and Production - **Supply Discipline**: Seagate has maintained strict supply discipline since the last down cycle, with no immediate plans to expand unit supply despite strong demand [12][13] - **Product Roadmap**: The company is focused on the second generation of HAMR (Heat-Assisted Magnetic Recording) technology, which will significantly increase storage capacity per disk [15][16] - **Future Capacity**: The transition to higher capacity drives (40TB and beyond) is expected to enhance exabyte production and profitability [15][26] Pricing Strategy - **Price Stability**: The price per terabyte has remained relatively flat, with expectations for slight increases in the future due to supply-demand dynamics [30][41] - **Cost Reduction**: The second generation of HAMR technology is anticipated to lower the cost per terabyte, enhancing profitability [27][32] Competitive Landscape - **Competitive Advantage**: Seagate's HAMR technology provides a competitive edge in terms of cost per terabyte, especially as demand for higher capacity drives increases [32][35] - **SSD Disruption Risk**: The company believes that the gap between HDD and NAND pricing will continue to favor HDDs for storage applications, despite advancements in SSD technology [36] Capital Allocation Strategy - **Shareholder Returns**: Seagate aims to return at least 75% of its free cash flow to shareholders, with a focus on reducing debt and increasing dividends [45] - **Debt Management**: The company has successfully reduced its debt from over $6 billion to $4.5 billion and plans to continue this trend while also restarting share buybacks [45] Additional Considerations - **Long-Term Agreements (LTAs)**: Seagate has established LTAs with customers extending into 2027 and beyond, indicating strong future demand [18][20] - **Visibility and Order Management**: The company emphasizes the importance of firm orders for production planning, aiming to align manufacturing with actual demand rather than building excess inventory [20][23] This summary encapsulates the key points discussed during the Seagate Technology Holdings FY Conference, highlighting the company's strategic focus on demand growth, supply management, pricing strategy, and capital allocation.

I'm the director for UFIT research computing and uh my team is sort of displayed there between the hyper computer system. Our function is to support AI and high performance computing from across the campus. So that's our our mission. That's what we spend all of our time.So let me briefly tell you the story. We started building Hypergr in 2012. We created a new data center and that's also when we really started our intense relationship with DDN.They've been with us all the way. The first version, first gener ...

Google Cloud Managed Luster Overview - Google Cloud Managed Luster is a fully managed service running on top of DDNX Scaler, launched 4 and a half months ago [1][7] - It addresses the need for high throughput and low latency storage in HPC environments to keep GPUs and CPUs efficiently fed with data [4][5] - The service is integrated with Google Cloud services like DCS and GKE, offering easy data import/export from/to Google Cloud Storage [7][8] Performance and Scalability - Google Cloud Managed Luster offers up to 1 TB (Terabyte) per second of throughput with sub-millisecond latency and millions of IOPS [9] - It scales from a starting size of 9 TB (Terabyte) up to 8 PB (Petabyte) [9] - Performance tiers range from 125 MB (Megabyte) per second per TB (Terabyte) to 1,000 MB (Megabyte) per second per TB (Terabyte), catering to different throughput needs [15] Customer Benefits and Use Cases - Customers have experienced significant performance improvements, with one customer, Resemble AI, achieving full GPU saturation and 6x faster performance compared to other storage solutions [10] - Sony Honda Mobility's department, Fila, saw a 3x performance improvement compared to their previous storage solution [17] - Key use cases include KV cache, multimodal training, and checkpointing, all requiring low latency and high throughput [11][13][14] Partnership with DDN - Google partnered with DDN (DataDirect Networks) due to their mature, reliable Exoscaler product with a rich feature set [6] - The partnership aims to provide a fully managed solution, relieving customers of storage management burdens [6]

Company Strategy & Market Positioning - DDN is doubling down on AI and expanding its global presence, recognizing the importance of markets beyond the US, Europe, and Japan, including the Middle East, South Asia, and the Nordics [2][3][4] - DDN supports multiple GPU vendors like AMD, Intel, and Cerebras, but highlights Nvidia as the current market leader [4][5] - DDN emphasizes the importance of data strategy alongside GPU acquisition, highlighting data as the key differentiator for AI success [9][10][11] - DDN is widening its go-to-market strategy, engaging with resellers, VARs, global system integrators (Accenture, Deloitte, Cognizant, HCL), and AI server/hardware vendors (Super Micro, Lenovo, Eviden, Dell, HP) [19][20] Product & Technology - DDN's Exoscaler platform is designed for large-scale HPC and AI training, supporting multi-model training with thousands of GPUs and offering easy deployment and upgrades [16] - DDN's Infinia technology offers fast object storage and can run on various platforms, including Nvidia's Bluefield DPUs, with a roadmap including scale-out NFS [12][17][18] - DDN now has a T1 offering inside Google Cloud Platform (GCP), allowing users to test Exoscaler directly [21] Financial & Investment - DDN received a $300 million investment from Blackstone, valuing the company at a few billion dollars, demonstrating its long-term commitment [23] Recognition & Partnership - DDN was recognized as the second-ranked company worldwide (first outside of China) for AI and enterprise in a recent Gartner report [24][25] - Nvidia relies on DDN for its supercomputers, highlighting the strong partnership and its expansion into the enterprise world [27]

Core Insights - Pure Storage, Inc. (PSTG) is set to report its third-quarter fiscal 2026 results on December 2, 2025, with earnings expected to be 59 cents, reflecting an 18% increase year-over-year, and total revenues estimated at $958.1 million, indicating a 15.3% growth from the previous year [1][3] Financial Performance - PSTG has achieved a trailing four-quarter earnings surprise of 12.4%, consistently beating estimates [2] - For the fiscal third quarter, PSTG anticipates revenues between $950 million and $960 million, representing a 15% increase at the midpoint compared to the previous year [4] - Non-GAAP operating income is projected to be between $185 million and $195 million, with around 14% growth at the midpoint [4] Growth Drivers - The company is experiencing widespread growth across its portfolio, driven by strong enterprise demand and increasing traction in key software and services such as Evergreen//One, Cloud Block Store, and Portworx [3] - Subscription services revenues are a significant contributor, with expectations of reaching $452.3 million, a 20.2% year-over-year increase [5] - The launch of the Enterprise Data Cloud (EDC) is expected to enhance governance, scalability, and agility while reducing costs [6][7] Strategic Initiatives - Initial collaborations with hyperscalers transitioning to DirectFlash technology are expected to support growth [3] - The co-engineering partnership with Meta is progressing, with the first volume rollout underway and initial revenue recognized [3] - Recent advancements in partnership with Cisco aim to enhance AI project scalability [9][10] Market Challenges - Management expresses caution regarding economic fluctuations and tariff volatility, alongside fierce competition in the flash-based storage market [8]

Core Insights - The global data storage market is projected to reach $1,304.7 billion by 2033, growing at a CAGR of 16.44% from 2025 to 2033, driven by business automation, cloud computing, and remote work trends [2] - Western Digital Corporation (WDC) and Pure Storage, Inc. (PSTG) are positioned to benefit from these trends, but their differing business models and financial metrics present varying investment opportunities [2] Group 1: Western Digital Corporation (WDC) - WDC is strategically focused on supporting the data-intensive AI ecosystem, meeting the increasing demand for storage with solid financial performance [3][4] - The company shipped 204 exabytes in the last quarter, a 23% year-over-year increase, and is set to introduce next-generation ePMR drives in early 2026 to meet rising data demands [4][7] - WDC anticipates continued revenue growth due to strong data center demand and higher-capacity drive adoption, with AI applications driving ongoing demand for scalable data infrastructure [5][8] - The company raised its quarterly dividend by 25% to 12.5 cents, returning $785 million to shareholders since FY25, indicating strong financial health and commitment to shareholder returns [7][8] - WDC's shares trade at a forward P/E ratio of 19.45, significantly lower than PSTG's 82.84, highlighting its valuation appeal [7][18] Group 2: Pure Storage, Inc. (PSTG) - PSTG benefits from increasing adoption of its Enterprise Data Cloud architecture and strong traction with hyperscalers, maintaining a positive outlook despite macroeconomic uncertainties [10][11] - The company’s platform, powered by the Purity operating system, supports non-disruptive services and the Storage-as-a-Service model, enhancing its market position [11] - PSTG's FlashBlade solutions are in high demand, supporting its growth in handling AI-driven applications and modern workloads [12][13] - The company added over 300 new customers in the fiscal second quarter, bringing its total to more than 13,500, including 62% of the Fortune 500 [13] - PSTG faces competition in the flash storage market, which may impact pricing and margins, and it has an accumulated operating loss of $1.35 billion [15] Group 3: Comparative Performance and Outlook - Over the past year, WDC's stock has increased by 120.6%, outperforming PSTG and the broader industry [17] - The Zacks Consensus Estimate for WDC's earnings for fiscal 2026 has been revised up by 13% to $7.38, while PSTG's estimate remains stagnant at $1.97 [19][23] - WDC holds a Zacks Rank 1 (Strong Buy), while PSTG has a Zacks Rank 3 (Hold), suggesting WDC is currently a more attractive investment option [24]

RT Colby Serpa (@colbyserpa)Nostr and BitTorrent are less vulnerable to arbitrary data storage attacks when compared with today's blockchains because data can be selectively deleted from those nodes, or stored temporarily, whereas a blockchain can only be verified if *all* of the blocks are downloaded by a given full-node. Unfortunately, all that data is stored permanently by each full-node. Finding a way to achieve verifiability without keeping the raw data is the ultimate challenge for this generation. ...