CoreWeave said on August 5 that it has signed a multi-year agreement with Solidigm for priority access to enterprise SSD capacity. Storage has become the second component after GPUs that an AI cloud has to contract for years in advance, and CoreWeave has now done for flash what cloud providers spent the first half of
Western Digital started shipping its next-generation ePMR nearline platform at up to 40TB per drive during the quarter that ended July 3, and told investors on August 5 that its 44TB HAMR drive remains on track for the first half of calendar 2027. The company shipped 231 exabytes in the quarter, 209 of which were
AMD, Spectro Cloud, and Supermicro have announced AMD Instinct Coder, a validated enterprise inference platform intended for AI coding workloads. The solution combines AMD Instinct GPU accelerators, Supermicro AI infrastructure, and Spectro Cloud’s PaletteAI Inference Launchpad to provide a packaged option for deploying private and hybrid AI inference environments. The architecture is designed for enterprises,
Object First reported a 148% year-over-year increase in bookings during the second quarter of 2026, reflecting continued demand for the company’s Ootbi immutable backup appliances as organizations strengthen defenses against ransomware and other cyberattacks. Bookings in EMEA increased 205% compared with the same period last year, while the Americas grew 111%. Six-figure deals rose 133%,
Broadcom has issued updates for VMware vDefend and VMware Avi Load Balancer, enhancing security, performance, deployment, and automation features for VMware Cloud Foundation 9.1 environments. These updates include vDefend SSP 5.2, vDefend 9.1.1, Avi Load Balancer 32.1.4, and the vDefend and Avi Conversion Tool 3.0. The updates focus on private cloud deployments where IT teams
Etched raised $300 million in a Series C funding round at a $10.3 billion valuation, announced in late July, less than a month after the company emerged from stealth. Sequoia led the round, which included participation from a16z, Jane Street, Diffusion, and SK Hynix. The company described it as the highest valuation achieved in a
The U.S. Department of Energy has selected IBM for a Phase I Genesis Mission project focused on AI-assisted quantum application development. The company also plans to provide up to $50 million in access to IBM quantum systems for DOE national laboratories and their partners over the next five years. The Genesis Mission is building a
Marvell used FMS 2026 to introduce new memory infrastructure technologies aimed at helping hyperscalers and cloud providers scale memory independently from compute. The portfolio spans server-level AI storage, rack-scale CXL memory expansion and pooling, and pod-level optical shared memory. The releases target growing memory demands from agentic AI inference. Larger models, longer context windows, and
Sandisk and SK hynix have released the first HBF (High Bandwidth Flash) technical specification through the Open Compute Project, six months after the two companies formed the HBF workstream in February. Google and Tenstorrent joined the consortium during the standardization process, and the spec is now openly available to any company designing AI inference systems
VDURA and Wasabi Technologies have formed a technology alliance to connect GPU-adjacent AI data infrastructure with predictably priced, S3-compatible cloud storage. The partnership targets AI factories, neoclouds, and enterprise high-performance computing environments that need to keep active datasets and model checkpoints close to GPUs while moving inactive data to lower-cost cloud capacity. The approach is
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