{"slug": "storage-news-ticker-13-april", "title": "Storage News Ticker - 13 April", "summary": "Amazon DynamoDB now supports real-time vector search at any scale, allowing users to store vector embeddings alongside operational data and run similarity searches with single-digit millisecond latency at 99%+ recall, without replicating to a separate vector store. Counterpoint Research reported that Samsung led NAND shipments with 25% share in Q2 2026, down from 32% in Q2 2024, while SK Hynix held 22% and YMTC entered the top three with 14%. Databricks announced it has crossed a $7 billion revenue run-rate with >80% year-over-year growth and closed a $5 billion funding round at a $190 billion valuation, led by Coatue, with participation from Blackstone, MGX, T. Rowe Price, and Sixth Street Growth.", "body_md": "# Storage News Ticker - 13 April\n\nAmazon DynamoDB now supports real-time vector search at any scale.AWS blogger Esra Kayabali [writes](https://aws.amazon.com/blogs/aws/amazon-dynamodb-now-supports-real-time-vector-search-at-any-scale/): “You can now store vector embeddings alongside your operational data in DynamoDB and run similarity searches directly against that data, without replicating it to a separate vector store. DynamoDB supports native vector search with single-digit millisecond latency at 99%+ recall, and is designed for any scale, even trillions of vectors. There are no servers to provision, patch, or manage, and no software to install, maintain, or operate. The service has no versions, no maintenance windows, and zero downtime maintenance.”\n\n…\n\nCounterpoint Research has presented a NAND supplier market share pie chart. It said Samsung led shipments with 25%, down from 32% in Q2 2024 as it prioritized high-margin DRAM. SK Hynix held second at 22% on a 40% QoQ jump in Solidigm bit shipments. YMTC entered the global Top 3 with a 14% shipment share, edging out Kioxia, though scale has yet to convert into revenue. We note that Kioxia and Sandisk, with a joint-venture fab operation, have a collective 25 percent share.\n\nOverall, the [global NAND market](https://counterpointresearch.com/en/insights/global-nand-memory-market-share) in Q2 2026 was defined by the migration of AI workloads from training to inference, which pushed enterprise SSDs to 48% of total bits shipped and left consumer supply short. The resulting supply tightness pushed industry revenue to record levels, rising fivefold from Q2 2025.\n\n…\n\nThis fund-raising is getting ludicrous. [Databricks](https://www.databricks.com/) announced that it has crossed a $7 billion revenue run-rate, delivering >80% year-over-year growth during Q2. Building on this momentum, it closed a $5 billion strategic funding round at a $190 billion valuation, led by Coatue, along with Blackstone, MGX, T. Rowe Price, and new investor Sixth Street Growth.\n\nWe think this is, logically, an M-round. It follows a $2 billion debt financing event earlier this year, and takes total funding to, we calculate, $31.8 billion. Databricks is now valued at $190 billion and has raised, on average, $2.5 billion a year since it was founded in 2013.\n\nThis funding follows Databricks’ continued business momentum, including:\n\nGrowing >80% year over year, surpassing $7B revenue run-rate\n\nContinuing to deliver positive adjusted free cash flow over the last 12 months\n\nSurpassing $1.5B revenue run-rate for Lakehouse, its data warehousing product, growing over 100% year over year\n\nExceeding $100M revenue run-rate for Lakebase\n\n>1,000 customers consuming at over $1 million revenue run-rate\n\n>100 customers consuming at over $10 million revenue run-rate\n\nThe cash will drive development of Lakebase, its serverless Postgres database built for AI agents; Genie, Databricks’ AI coworker that turns business data into trusted answers and actions; and Unity AI Gateway, for multi-AI governance and cost controls.\n\nThomas Laffont, Co-founder of Coatue, was impressed: “Databricks has spent a decade being early to where AI was headed. Now it's the infrastructure the industry builds and scales AI on. What stands out most is the pace: they've compressed R&D timelines that used to take years into months, more like a research lab than a typical software company. We've been investors since 2019, and results like that are why we're proud to lead this round today and keep building with them.”\n\nDatabricks is shaping up to have a monster IPO.\n\nOther new investors included BOND, Clearlake Capital, Point72, Premji Invest, and TPG alongside existing investors Andreessen Horowitz, Dragoneer, Fidelity Management & Research Company, Franklin Templeton, GIC, Growth Equity at Goldman Sachs Alternatives, Insight Partners, J.P. Morgan Private Capital, Kinetic, Morgan Stanley Investment Management, NEA, Ontario Teachers’ Pension Plan, Temasek, Thrive Capital, and WCM Investment Management.\n\n…\n\n**Intel **may be returning to the memory business. CEO Lip-Bu Tan talked about memory in the [Deep Tech VC Podcast](https://x.com/Anoldoldwooden/status/2087267721985527982) (~30:00) “I used to [not] invest in memory because it’s kind of commodity business, right? But now [it has] become different. There’s a lot of new technology come out. So we are kind of looking… one of my pet projects is looking [at] some of the memory new architecture.\n\n“And I think you just saw the news — I hire my good friend Seok-Hee Lee. He used to run SK Hynix, right? So you kind of know something that I’m thinking about. We’re not ready to unfold it.” Is this a hint about HBF or HBM? Perhaps Intel could buy back its old Rancho Cordova NAND R&D center from SK Hynix?\n\n…\n\n**Lenovo** gets its big AI server revenue bounce in its Q1 fy2027 results. The Lenovo Group reported first quarter results for fiscal year 2026/27, marking the highest quarterly revenue growth in the past five years and the strongest quarter in the Group’s history. Overall Group revenue reached an all-time quarterly high of $26.9 billion, up 43% year-on-year, with all business groups delivering record first-fiscal-quarter revenue and operating profit. Adjusted net income was up 176% year-on-year to $1.1 billion, surpassing the $1 billion milestone for the first time ever, with adjusted net margin improvements of almost two percentage points year-on-year supported by higher revenue scale and continued efficiency gains.\n\nRevenue for IDG increased 27% year-on-year to record first fiscal quarter revenue of $17.1 billion, with revenue from PCs and smart devices up nearly 30% year-on-year. ISG revenue nearly doubled (up 98% year-on-year) to a record quarterly revenue of $8.5 billion. Operating profit reached a record $777 million, driving operating margin to an all-time high of 9.1%. The results reflect continued investment in cloud, edge, AI and particularly AI inferencing, enabling ISG to capture the booming token economy and empower customers with agentic AI transformation.\n\nISG is seeing extraordinary growth across both Cloud Service Provider (CSP) and Enterprise and SMB (ESMB) segments with revenue for both almost doubling year-on-year. In traditional compute, Lenovo rose to #2 globally in x86 server revenue. In AI compute, the AI server pipeline expanded to $54 billion, up 157% quarter-on-quarter driven by accelerating AI infrastructure momentum and a rapidly expanding customer base.\n\nNote storage revenues were not mentioned and ISG is, we think, befitting from a server-led boom.\n\n….\n\n**Lightbits** has a blog: Sop Bottlenecking Your Storage: The Simple Guide to NVMe/TCP Tuning by Principal Customer Success Engineer Joel Gonzalez. Read it [here](https://www.lightbitslabs.com/blog/stop-bottlenecking-your-storage-the-simple-guide-to-nvme-tcp-tuning/?mkt_tok=OTcxLUJQRy01MDUAAAGjlT_zU5bJNvwneMcgEOcf9UypJMh3az6q4hLJsHBnpI2nu1CdjZkZMsFLW1m-a1G8B-lgo3xC6ATb2ypkICS0cgliCtNIIP_o9fwg89ut).\n\n…\n\nTaiwanese memory semiconductor co **Macronix**, collaborating with **IBM Research**, has developed a dual-tier SSD and dual-tier array. The SSD has an SLC performance tier, a TLC capacity tier, and software to manage them.\n\nIt says the Initial system configuration looks like this:\n\nDual-tier SSDs replace current drives in a Storage Scale Appliance box.\n\nDual-tier SSDs expose the performance and capacity tiers as independent NVMe block devices. Each tier has a fixed capacity.\n\nScale is configured to enable a Centralized DAT (Data Acceleration Tier) configuration:\n\nThe Scale DAT performance pool uses all performance NVMe devices.\n\nThe Scale reliable pool uses all capacity NVMe devices.\n\nBigger vision (beyond the scope of initial setup):\n\nDual-tier SSD dynamically resizes tiers based on data volumes. The exposed NVMe devices have variable capacity.\n\nScale monitors and manages per pool data volumes.\n\nCross-tier data movement accelerated using internal SSD copy commands.\n\nSoftware-stack development of dual-tier SSD array management to maximize the performance of storage servers populated with dual-tier SSD array.\n\nMSP-focused backup and other services supplier **N-able **reported Q2 2026 revenues up 5.3 percent to $138.2 million, just below its $138.25 million high-end guidance; creditable to say the least. It made a GAAP profit of $1.8 million, a turn-around from the year-ago $4 million loss.\n\nHowever, William Blair analyst Jason Ader said: “ARR fell meaningfully short of expectations, driven by weaker-than-expected renewal performance in the company’s largest renewal cohort of the year. More importantly, management lowered full-year guidance across most major metrics.” Can management “stabilize renewals and turn its product roadmap into a credible re-acceleration story in 2027?”\n\n…\n\nGlobal infrastructure services firm **Park Place Technologies** has achieved its fourth “Powered by Nutanix: Verified Solutions” badge, this time for its Sovereign Cloud offering. Joining previous validations for Dedicated Private Cloud, Multi-Tenant Cloud, and DRaaS, this achievement reinforces Park Place’s commitment to delivering secure, enterprise-grade cloud services aligned with Nutanix best practices.\n\n…\n\nCentral America-based value-added distributor Information Management Corporation (IMC)will distribute Enterprise file services and data management supplier **Peer Software** across Central America, the Caribbean and the Andean region. IMC will distribute Peer Software's portfolio of enterprise file synchronisation, replication and data management solutions – expanding the company's regional reach and strengthening support for channel partners and customers throughout the region. IMC's channel community can now offer Peer Software's file services platform to organisations seeking secure, high-performance access to unstructured data across distributed offices, datacentres and hybrid cloud environments.\n\n…\n\n**Percona** announced Percona Live Amsterdam, the largest independent open source database conference, taking place from September 9–11 2026. The event will see leading innovators, architects and developers coming together to discuss emerging technologies. It will feature a keynote from Percona CEO Peter Farkas along with teams from Booking.com, Mastercard, Oracle, BBVA, etc. sharing their insight. The event will see sessions covering a wide range of open source database technologies including MySQL, PostgreSQL, Valkey, etc.\n\n…\n\nData integrity supplier **Precisely **released Automate Evolve Cloud Essentials (AECE). As a cloud-native SAP automation offering, it gives IT and SAP Center of Excellence (CoE) teams centralised control, governance, and visibility over automation programmes, without the cost and complexity of managing on-premises infrastructure. AECE is purpose-built for the way SAP business teams actually work, combining deep SAP-native automation expertise with modern SaaS delivery. Compatibility across SAP GUI, Fiori, and HTML interfaces means automation assets survive the ECC-to-S/4HANA transition, protecting the investments organisations have already made. Learn more [here](https://www.precisely.com/product/precisely-automate/evolve-cloud-essentials/).\n\n…\n\nSSD controller supplier **Silicon Motion Technology Corp.** unveiled its new MonTitan SSD Reference Design Kit (RDK), featuring PerformaShape technology. Designed for Agentic AI infrastructure, the platform enables enterprise SSDs to serve as a persistent memory layer supporting KV cache offload and autonomous AI agents, while delivering predictable QoS, sustained performance, and optimized endurance for dynamic, always-on Agentic AI workloads. PerformaShape technology introduces a HW architecture designed to support Multi-Dimensional Shaping for more precise workload management. Combined with integrated performance monitoring and NVMe TP4176 as API, it helps enterprise SSDs maintain predictable QoS under complex and rapidly changing workloads of multi-tenant and multi-agent use cases. It has been designed into both Silicon Motion’s SM8366 PCIe 5.0 and SM8466 PCIe 6.0 enterprise SSD controllers.\n\n…\n\nThere’s an upcoming **SNIA** webinar. The SNIA Compute, Memory, and Storage Community presents A New Approach to Performance-Based Storage TCO - Aug 26, 2026, 9am PT. Presenters: Jonmichael Hands, Solidigm, and Nader Salessi, Industry Expert. They say: \"Traditional storage TCO models focus on hardware, capacity, and power costs. For today's AI, analytics, and data-intensive workloads, performance can have just as much impact on overall cost. Join us as we introduce a new performance-based approach to storage TCO. Learn how factors such as workload completion time, CPU utilization, energy consumption, and effective capacity influence the true cost of storage. The session will include a demonstration of SNIA's new TCO tool and show how it can help organizations make more informed storage decisions.\" Register [here](https://www.brighttalk.com/webcast/663/670242).\n\n…\n\nVAST Data Principal Technical Strategist Glenn Lockwood [posts](https://x.com/glennklockwood/status/2087711353339527324): “Stacking up 700+ LLM training jobs from the VAST fleet shows high write intensity due to checkpointing, but no matching read bursts. Only burst is at job start. There is no “feeding the GPU” bottleneck. Read bursts are one and done.” A chart shows what he means.", "url": "https://wpnews.pro/news/storage-news-ticker-13-april", "canonical_source": "https://www.blocksandfiles.com/flash/2026/08/13/storage-news-ticker-13-april/5287445", "published_at": "2026-08-13 15:57:46+00:00", "updated_at": "2026-08-13 16:05:49.345783+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-products"], "entities": ["Amazon DynamoDB", "AWS", "Esra Kayabali", "Counterpoint Research", "Samsung", "SK Hynix", "YMTC", "Databricks"], "alternates": {"html": "https://wpnews.pro/news/storage-news-ticker-13-april", "markdown": "https://wpnews.pro/news/storage-news-ticker-13-april.md", "text": "https://wpnews.pro/news/storage-news-ticker-13-april.txt", "jsonld": "https://wpnews.pro/news/storage-news-ticker-13-april.jsonld"}}