Briefings.
Vol. MMXXVI · Storage Track

The week, in storage & AI infrastructure.

Storage, AI infrastructure, and competitive dynamics — architecture-level analysis for customer conversations and competitive deals.

Storage08AI & Compute01
— Latest issueMay 17, 2026
Issue №
08
Track
Storage
Period
May 11–17, 2026
Sections
12

Weekly Storage & AI Data Platform Briefing — week of May 17, 2026.

  1. 01Dell Technologies World: AI Factory 2.0 Launches with 256 Blackwell Ultra GPUs/Rack, PowerScale pNFS 6x Performance Gain, and KIOXIA 9.8 PB in 2U
  2. 02HPE Alletra X10000 Adds Native File + 23 PB Scale; B10000 Gets Agentic AI Operations (May 12)
  3. 03Everpure Completes 1touch Acquisition (May 11): Data Intelligence Layer Now Integrated into Storage Platform
  4. 04Iran Asserts Control Over Strait of Hormuz Undersea Cables: IRGC Demands Permits and "Protection Fees" from Foreign Operators
  5. 05Scality Launches ADI (Autonomous Data Infrastructure): AI-Powered, Policy-Driven Tiered Storage Platform (May 12)
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— Archive07 prior issues
№ 07 · Storage

May 4–10, 2026

  1. 01EU AI Omnibus Provisional Deal Reached May 7: High-Risk AI Deadlines Deferred to December 2027 / August 2028
  2. 02NVIDIA Tops $40B in AI Equity Commitments in 2026; Corning ($3.2B) and IREN ($2.1B) Deals Reshape the AI Infrastructure Supply Cha…
  3. 03IREN Acquires Spain's Nostrum Group (490 MW): NVIDIA-Backed AI Data Center Operator Enters Europe
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№ 06 · Storage

April 27 – May 3, 2026

  1. 01AWS S3 Files Goes GA: Object Storage Becomes a File System, Directly Threatening Enterprise NAS Vendors
  2. 02EU AI Omnibus Trilogue Fails After 12 Hours (April 28): August 2, 2026 Deadline Stands, Compliance Window Narrows to 91 Days
  3. 03Everpure CEO Discloses 70% Cumulative Price Increase Since January; Component Costs Up 300–900%
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№ 05 · Storage

April 20–26, 2026

  1. 01Google Cloud Next 2026: Storage Re-enters the AI Performance Path with 10 TB/s Managed Lustre, 15 TB/s Rapid Storage, and KV-Cache…
  2. 02NetApp Wins 2026 Google Cloud Infrastructure Modernization Partner of the Year for Storage; GCNV Flex Unified GA
  3. 03VAST Data Closes Series F at $30B Valuation; $500M+ CARR, $4B+ Cumulative Bookings
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№ 04 · Storage

April 13–19, 2026

  1. 01Gartner Coins "Memflation": Semiconductor Revenue to Exceed $1.3T in 2026 as NAND Prices Surge 234%
  2. 02Silicon Motion Warns NAND Shortage Will Be "Even More Severe" in 2027; Supply Gap Widening
  3. 03Iran Threatens Undersea Cables: Stimson Center Warns Gulf AI Infrastructure Faces "Digital Chokepoint" Crisis
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№ 03 · Storage

April 10–16, 2026

  1. 01Enterprise SSD Pricing Hits 472% Year-over-Year; Phison CEO Warns of Decade-Long Shortage
  2. 02Gulf Data Center Security Escalates: IRGC Publishes 29-Target List, War Insurance Spikes 1,900%
  3. 03SK hynix Ships World's First 321-Layer QLC NAND SSD; Dell Gets First Supply
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№ 02 · Storage

April 5–11, 2026

  1. 01Everpure Integrates Google's TurboQuant with FlashBlade, Claiming 10× Faster KV Cache Restores
  2. 02Nutanix Outlines KV Cache Offload Architecture with NFS RDMA and GPUDirect Storage
  3. 03IBM Raises Flash Prices 30–35% on FlashSystem; Fusion Storage Spikes 816%
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№ 01 · Storage

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  1. 01NVIDIA's Vera Rubin platform enters production readiness
  2. 02KV cache storage emerges as a new infrastructure category
  3. 03NAND flash pricing crisis intensifies
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