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StorageNewsletter
@StorageTopNews
Oct 27
Don't hesitate to secure a briefing
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StorageNewsletter
@StorageTopNews
51m
Top News today on @StorageTopNews w/ a summary of the week 45 of 2026

Read the full article at bit.ly/4j3N2Qu

#MultiCloud #VastData #Anthropic #Marvell #Lumentum #NetApp #PeakAIO #Dropbox #TigrisData #DataCore #Phison #Micron #Raidon #AI #AgenticAI #StorageNewsletter
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StorageNewsletter
@StorageTopNews
2h
Top News last Friday on @StorageTopNews w/ the @VAST_Data impressive deal records reaching $10B from 14 customers !!

Read the article and my comments at bit.ly/4zAhdET

#MultiCloud #AIStorage #AI #GenAI #AgenticAI #AIFactory #AIModels #HPC #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Nov 5
Top News today on @StorageTopNews w/ the @AnthropicAI SEC S1 filing for its long waiting IPO

Read the article and my comments at bit.ly/3WoGsLG

#MultiCloud #Claude #Mythos #Fable #Opus #Sonnet #Haiku #AI #GenAI #AgenticAI #AIFactory #AIModels #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Nov 4
Top News today on @StorageTopNews w/ the @MarvellTech acq. of @Lumentum for the amazing amount of $115B

Read the article and my comments at bit.ly/4zD3rRG

#MultiCloud #NPO #CPO #Optics #Connectivity #CXL #AI #GenAI #AgenticAI #AIFactory #AIModels #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Nov 3
Top News today on @StorageTopNews w/ a recap of Oct. 2026 w/ all Top News + 10 others

Read the article at bit.ly/3U8IwH2

#MultiCloud #SKhynix #CTera #Seagate #WD #Nvidia #ITPT #OCP #GoogleCloud #Nscale #AMD #Oracle #Tencent #Akamai #NetApp #Micron #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Nov 2
Top News today on @StorageTopNews w/ a summary of the week 44 of 2026

Read the full article at bit.ly/4zizdTX

#MultiCloud #SKhynix #CTera #Seagate #WD #Dreeze #SpectraLogic #Tuxera #Fujifilm #AI #GenAI #AgenticAI #DataManagement #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 30
Top News today on @StorageTopNews w/ @SKhynix 3Q26 impressive revenue at ₩104.6 trillion, up 32% QoQ and up 328% YoY

Read the full article and my analysis at bit.ly/4kqGI6J

#MultiCloud #DRAM #HBM #NAND #Flash #SSD #Hyperscaler #AI #GenAI #AgenticAI #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 29
Top News today on @StorageTopNews w/ the exclusive interview with @CTERA CEO Oded Nagel following The @ITPressTour

Read the full interview at bit.ly/4jNMsay

#MultiCloud #DataManagement #FileServices #ROBO #AI #GenAI #AgenticAI #AIFactory #MPC #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 28
Top News today on @StorageTopNews w/ @Seagate 1Q27 impressive revenue at $4.2B, up 16% QoQ and up 61% YoY

Read the full article and my analysis at bit.ly/4sDrT2P

#MultiCloud #HDD #CMR #HAMR #SMR #Mozaic #Hyperscaler #AI #GenAI #AgenticAI #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 27
Top News today on @StorageTopNews w/ @wd_corporation 1Q27 impressive revenue at $4.38B, up 17% QoQ and up 55% YoY

Read the full article and my analysis at bit.ly/48nHWbz

#MultiCloud #HDD #ePMR #SMR #HAMR #Hyperscaler #AI #GenAI #AgenticAI #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 26
Top News today on @StorageTopNews w/ a summary of the week 43 of 2026

Read the full article at bit.ly/4ikqYiW

#MultiCloud #GoogleCloud #Nvidia #ITPT #Weka #DDN #Nebul #VastData #ExaGrid #DSX #Vera #Rubin #GPU #CPU #DPU #AI #GenAI #AgenticAI #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 23
Top News today on @StorageTopNews w/ the @nvidia and @googlecloud GA of Vera Rubin Infrastructure

Read the full article and my analysis at bit.ly/3UIogvW

#MultiCloud #GPU #CPU #DPU #HBM #AI #GenAI #AgenticAI #DSX #Vera #Rubin #NVL72 #ConnectX #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 22
Top News today on @StorageTopNews w/ the @nvidia #DSX POD AI Factories Reference Architecture announcement

Read the full article and my analysis at bit.ly/4i7kRys

#MultiCloud #GPU #CPU #DPU #HBM #AI #GenAI #AgenticAI #DGX #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 21
Top News today on @StorageTopNews w/ the @nvidia significant investment in Europe to expand footprint and leverage the old continent's ambition

Read the full article at bit.ly/3TLVnyI

#MultiCloud #GPU #CPU #DPU #HBM #AI #GenAI #AgenticAI #AIFactory #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 20
Top News today on @StorageTopNews w/ the recap of the 70th @ITPressTour organized in Silicon Valley

Read the full article at bit.ly/3UCPEvh

w/ @clockworkio @Cohesity @CTERA @DDNintelligence @Hammerspace_Inc @Phison_USA @ScaleFlux @Verge_IO

#ITPT #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 19
Top News today on @StorageTopNews w/ a summary of the week 42 of 2026

Read the full article at bit.ly/4eflzsk

#MultiCloud #OCP #IDC #Nvidia #Nscale #NetApp #Scaleway #Xinnor #SiPearl #Vates #AI #GenAI #AgenticAI #HPC #GPU #CPU #DataCenter #IPO #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 16
Top News today on @StorageTopNews w/ the @OpenComputePrj Open Data Center Ecosystem Vision

Read the full article and my analysis at bit.ly/3U7ihR9

#MultiCloud #OCP #DataCenter #AI #GenAI #AgenticAI #AIFactory #GPU #CPU #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 15
Top News today on @StorageTopNews w/ the @OpenComputePrj annual #IDC commissioned report on "Modern" IT infrastructure w/ 2.7x spending to $800B

Read the full article and my analysis at bit.ly/4BqpTz9

#MultiCloud #GPU #AI #GenAI #AgenticAI #AIFactory #StorageNewsletter
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StorageNewsletter
@StorageTopNews
Oct 14
Top News today on @StorageTopNews w/ @nvidia opens #Vera #Rubin architecture to grow the ecosystem through #MGX

Read the full article and my analysis at bit.ly/4B324wU

#MultiCloud #GPU #CPU #AI #GenAI #AgenticAI #AIFactory #OCPSummit #StorageNewsletter
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