Daily newsletter on worldwide data storage industry | Owned, Edited and Published by Philippe Nicolas (https://xitter.cf/t.co/eYXnOSIUmb) | #StorageNewsletter

Paris, France
Joined October 2010
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
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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
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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
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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
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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
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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
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Top News today on @StorageTopNews w/ @MicronTech Q4 and FY26 spectacular Rev. at $133.19B, up 256.3% YoY Read the full article and my analysis at bit.ly/3TErpMJ #MultiCloud #DRAM #HBM #NAND #SSD #Hyperscaler #Neocloud #AI #GenAI #AgenticAI #AIFactory #StorageNewsletter
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Top News today on @StorageTopNews w/ the recap of the @Huawei Connect Conference 2026 in Shanghai, China Read the full article at bit.ly/47qiZMd #MultiCloud #AIFactory #GPU #NPU #CPU #KVcache #Flash #UnifiedBus #Ascend #Kunpeng #M900 #AI #AgenticAI #StorageNewsletter
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Top News today on @StorageTopNews w/ @NetApp acq. of @GetPeakAIO to capitalize on #pNFS to address high performance file storage needs in #HPC and #AI Read the full article and my analysis at bit.ly/4AvXXcq #MultiCloud #AIFactory #FastIO #NAS #NVMe #StorageNewsletter
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Top News today on @StorageTopNews w/ @Huawei OceanStor M900 #KVcache appliance to address Context Memory Storage needs Read the full article and my analysis at bit.ly/4yeNTCZ #MultiCloud #DataCenter #AI #GenAI #AgenticAI #AIfactory #FastIO #Flash #StorageNewsletter
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