WDC and Seagate both indicated in their earning calls that they are the beneficiaries of strong near-line demand being driven by hyperscalers building capacity to manage demand from Artificial Intelligence, Machine Learning, and IoT. Steve Mulligan, the CEO of WDC, …
The intersection of technology and economics is on par with past economic revolutions. Similar to the agricultural and industrial revolutions that required a new superstructure of institutions, the emergence of blockchain threatens to upend banking as we know it: the …
We all hear the buzz around the growing volumes of data and the expected impact that emerging technologies such as augmented reality, artificial intelligence, big data analytics, and machine learning will have on the storage market. When planning for product …
The storage market closed with signs of a slowing market, but opened the New Year with a bang. The market was caught unaware as the supply-demand equation was flipped on its head. As WD and Seagate scuffled for market share, …
In what has been a very eventful storage year the most asked question is when will the SSD shortage end? It already has, and it wasn’t an upending event. Instead, it seemed to happen quietly and quite orderly, transitioning the …
We have talked many times in past market briefs about the many exciting emerging technologies, including machine learning, IoT and AI, that are shaping our digital world. Data will be growing on an annual basis at 40%. We seemed to …
Enterprise HDD
We are just now at the beginning of Big Data, IoT, and AI. Steve Luczo, the former CEO of Seagate, states in his joint report with IDC that 163 zettabytes (16 trillion gigabytes) of storage will be created …
In researching for my monthly storage update, I talked to a variety of industry insiders with varying opinions and perspectives on the storage market. There is no overriding metric I can reference to discern the overall health and/or direction of …
We have seen a slowing within the storage market as we move into Q3 2017. With WD giving conservative guidance, we witnessed Wall Street pull back on stock valuations for both Seagate and WD/HGST. In the start of 2018, market …
I marvel at how well the storage market demonstrates the intersection of micro and macro-economic trends, with the manufacturers operating within the lines drawn by forecasts and having to make monthly adjustments with a constant eye to the future. As …
