Seagate displayed 44TB HAMR hard drives and Western Digital outlined its HDD roadmap at the 2026 AI Infra Summit, according to Forbes contributor Thomas Coughlin. The storage vendors presented high-ca…
A builder documented a dual-boot Ubuntu 24.04/Windows workstation running four NVIDIA RTX6000 Blackwell Pro Max-Q GPUs (96 GB each, 384 GB total) with an AMD Ryzen Threadripper PRO 7985WX and 512 GB o…
Seagate's Data Infrastructure Readiness Report found 99% of more than 2,700 enterprise technology decision-makers across seven markets expect AI to increase storage requirements over the next three ye…
Seagate's inaugural 2026 Data Infrastructure Readiness Report argues that AI-using organizations should store AI data across disk drives as well as flash, with SSDs now costing 6.5 times more per tera…
LakeFS, Attimis, and Seagate detailed a joint architecture that combines lakeFS's data control plane, Attimis OneBucket's single logical S3 bucket spanning clouds, on-prem, and edge storage, and Seaga…
ChooseCompute, a new database for NAS and hard drive recommendations, launched on Hacker News with a clean interface that connects exact hardware, capacity trade-offs, and checked US retailer prices. …
The AI infrastructure supply chain is experiencing a multi-year bullwhip effect, with shortages cascading from GPUs to memory, CPUs, and storage, and data center construction costs soaring to over $20…
VDURA's August Flash Volatility Index puts a 30TB TLC enterprise SSD at $22,600, up from $3,460 in Q3 2025, while a comparable HDD costs $1,216, making the SSD 18.6 times more expensive. Western Digit…
Enterprise SSD prices have surged to 18.6 times the cost of hard drives per terabyte, with a 30TB TLC drive now priced at $22,600 compared to $1,216 for a nearline HDD, according to VDURA's August Fla…
Jim Cramer recommended four memory stocks on Monday, all up at least 188% year-to-date, citing AI-driven demand and disciplined supply as reasons for continued upside. Sandisk has surged 584%, Seagate…
Fabrinet's stock fell between 9% and 20% in after-hours trading despite record fiscal Q4 2026 revenue of $1.316 billion, up 45% year-over-year, and non-GAAP EPS of $4.10 beating the $3.81 consensus, a…
Backblaze has published daily health readings of every hard drive in its data centers since April 2013, and the open dataset has been cited in more than 227 papers and articles since 2018, powering re…
Western Digital's fiscal fourth-quarter report lagged Seagate's, as Seagate's HAMR products are ramping now while Western Digital's HAMR will not ramp until CY27, trailing by about a year. Analysts so…
Western Digital began shipping its 40TB ePMR UltraSMR nearline drive in the quarter ending July 3, and on August 5 told investors its 44TB HAMR drive remains on track for the first half of calendar 20…
Dow Jones futures fell and oil prices jumped on Iran news, while Seagate, SK Hynix, KLA, and Bloom Energy emerged as AI earnings movers. The article was not accessible due to automation detection, wit…
Seagate reported fiscal Q4 2026 adjusted earnings per share of $5.71 on revenue of roughly $3.6 billion, crushing analyst expectations of $5.04-$5.12 EPS, and guided fiscal Q1 2027 revenue to approxim…
A global memory supply shortage driven by surging AI demand caught nearly all experts off guard, according to a post on Grey Enlightenment. The shortage, which began in 2025 and continues into 2026, h…
The Nasdaq 100 briefly entered correction territory Tuesday as global chip and memory stocks sold off sharply, with shares of Sandisk, Western Digital, Seagate, Micron, and AMD all falling around 10% …
Micron Technology reported fiscal third-quarter revenue of $41.46 billion, up 346% from a year earlier and above analyst estimates of $35.6 billion, sending its stock up as much as 15%. The memory chi…
Micron Technology lost $110 billion in market value after its shares dropped 10%, extending a sector-wide selloff that also hit SK Hynix, Samsung Electronics, SanDisk, Western Digital, and Seagate. Th…