Daily newsletter on worldwide data storage industry | Owned, Edited and Published by Philippe Nicolas (https://nitter.cf/t.co/eYXnOSIUmb) | #StorageNewsletter
Paris, France
Joined October 2010
- Tweets2.2K
- Following3
- Followers1.6K
- Likes11
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
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
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
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
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
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
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
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
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
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
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
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
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
Top News today on @StorageTopNews w/ the @nscale $3.36B Pre-IPO Convertible Financing
Read the full article and my analysis at bit.ly/3VJ0a4v
#MultiCloud #DataCenter #AI #GenAI #AgenticAI #AIFactory #GPU #CPU #Nvidia #IPO #StorageNewsletter
Top News today on @StorageTopNews w/ a summary of the week 41 of 2026
Read the full article at bit.ly/4zqi1eV
#MultiCloud #AMD #WorldLabs #Oracle #Tencent #Akamai #Anthropic #NetApp #Nscale #Meta #Clockwork #CTera #HYCU #AI #GenAI #AgenticAI #StorageNewsletter
Top News today on @StorageTopNews w/ the @AMD acq. of @theworldlabs for $8.2B
Read the article and my comments at bit.ly/4hFJMKw
#MultiCloud #AI #GenAI #AgenticAI #AIFactory #AIModels #GPU #CPU #StorageNewsletter
Top News today on @StorageTopNews w/ the @Oracle - @TencentGlobal AI Cloud Deal of $7B for 100,000 GPUs
Read the article at bit.ly/3UjyPp3
#MultiCloud #AI #GenAI #AgenticAI #AIFactory #GPU #CPU #KVcache #Flash #StorageNewsletter
Top News today on @StorageTopNews w/ the $11.6B deal between @Akamai and @AnthropicAI
Read the full article and the analysis at bit.ly/4y8aIaL
#MultiCloud #AI #GenAI #AgenticAI #AIFactory #GPU #CPU #KVcache #Flash #StorageNewsletter
Top News today on @StorageTopNews w/ the recap of the @NetApp Insight Conference 2026 in Vegas
Read the full article at bit.ly/4y9Fikv
#MultiCloud #AIFactory #FastIO #Flash #AIDE #Novus #Keystone #PeakAIO #ParallelFS #pNFS #AI #GenAI #AgenticAI #StorageNewsletter
