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Architecting IT @architecting.it · 09/02/2026

Intel Optane was a remarkable technology ahead of its time. As the demand for (and cost of) NAND storage increases, would it make sense to bring Optane back for AI use cases?

ait.fyi

Intel’s missed AI opportunity for Optane – could it return?

https://ait.fyi/post-5758912f

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Architecting IT @architecting.it · 08/02/2026

Stock prices for storage media vendors have risen massively this year. Are the gains justified or representative of a bubble in the market driven by demand for AI?

architectingit.tech

Irrational Exuberance in the Storage Media Industry

https://architectingit.tech/post-93a56de8/

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Architecting IT @architecting.it · 08/02/2026

Intel Optane was a remarkable technology ahead of its time. As the demand for (and cost of) NAND storage increases, would it make sense to bring Optane back for AI use cases?

ait.fyi

Intel’s missed AI opportunity for Optane – could it return?

https://ait.fyi/post-5758912f

000

Architecting IT @architecting.it · 07/02/2026

Stock prices for storage media vendors have risen massively this year. Are the gains justified or representative of a bubble in the market driven by demand for AI?

architectingit.tech

Irrational Exuberance in the Storage Media Industry

https://architectingit.tech/post-93a56de8/

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Architecting IT @architecting.it · 07/02/2026

Intel Optane was a remarkable technology ahead of its time. As the demand for (and cost of) NAND storage increases, would it make sense to bring Optane back for AI use cases?

ait.fyi

Intel’s missed AI opportunity for Optane – could it return?

https://ait.fyi/post-5758912f

000

Architecting IT @architecting.it · 06/02/2026

Stock prices for storage media vendors have risen massively this year. Are the gains justified or representative of a bubble in the market driven by demand for AI?

architectingit.tech

Irrational Exuberance in the Storage Media Industry

https://architectingit.tech/post-93a56de8/

000

Architecting IT @architecting.it · 06/02/2026

Intel Optane was a remarkable technology ahead of its time. As the demand for (and cost of) NAND storage increases, would it make sense to bring Optane back for AI use cases?

ait.fyi

Intel’s missed AI opportunity for Optane – could it return?

https://ait.fyi/post-5758912f

000

Architecting IT @architecting.it · 05/02/2026

Stock prices for storage media vendors have risen massively this year. Are the gains justified or representative of a bubble in the market driven by demand for AI?

architectingit.tech

Irrational Exuberance in the Storage Media Industry

https://architectingit.tech/post-93a56de8/

000

Architecting IT @architecting.it · 05/02/2026

Intel Optane was a remarkable technology ahead of its time. As the demand for (and cost of) NAND storage increases, would it make sense to bring Optane back for AI use cases?

ait.fyi

Intel’s missed AI opportunity for Optane – could it return?

https://ait.fyi/post-5758912f

000

Architecting IT @architecting.it · 04/02/2026

Stock prices for storage media vendors have risen massively this year. Are the gains justified or representative of a bubble in the market driven by demand for AI?

architectingit.tech

Irrational Exuberance in the Storage Media Industry

https://architectingit.tech/post-93a56de8/

000

Architecting IT @architecting.it · 04/02/2026

Intel Optane was a remarkable technology ahead of its time. As the demand for (and cost of) NAND storage increases, would it make sense to bring Optane back for AI use cases?

ait.fyi

Intel’s missed AI opportunity for Optane – could it return?

https://ait.fyi/post-5758912f

000

Architecting IT @architecting.it · 03/02/2026

Stock prices for storage media vendors have risen massively this year. Are the gains justified or representative of a bubble in the market driven by demand for AI?

architectingit.tech

Irrational Exuberance in the Storage Media Industry

https://architectingit.tech/post-93a56de8/

000

Architecting IT @architecting.it · 03/02/2026

Intel Optane was a remarkable technology ahead of its time. As the demand for (and cost of) NAND storage increases, would it make sense to bring Optane back for AI use cases?

ait.fyi

Intel’s missed AI opportunity for Optane – could it return?

https://ait.fyi/post-5758912f

000

Architecting IT @architecting.it · 02/02/2026

Stock prices for storage media vendors have risen massively this year. Are the gains justified or representative of a bubble in the market driven by demand for AI?

architectingit.tech

Irrational Exuberance in the Storage Media Industry

https://architectingit.tech/post-93a56de8/

000

Architecting IT @architecting.it · 26/01/2026

As NAND supply becomes constrained (and expensive), do software-only storage solution vendors like VAST Data now have a problem selling to their customers, who might struggle to buy new hardware?

ait.fyi

Could storage media shortages put a halt to VAST Data’s expansion plans?

https://ait.fyi/post-300e30fb

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Architecting IT @architecting.it · 25/01/2026

As NAND supply becomes constrained (and expensive), do software-only storage solution vendors like VAST Data now have a problem selling to their customers, who might struggle to buy new hardware?

ait.fyi

Could storage media shortages put a halt to VAST Data’s expansion plans?

https://ait.fyi/post-300e30fb

000

Architecting IT @architecting.it · 24/01/2026

As NAND supply becomes constrained (and expensive), do software-only storage solution vendors like VAST Data now have a problem selling to their customers, who might struggle to buy new hardware?

ait.fyi

Could storage media shortages put a halt to VAST Data’s expansion plans?

https://ait.fyi/post-300e30fb

000

Architecting IT @architecting.it · 23/01/2026

As NAND supply becomes constrained (and expensive), do software-only storage solution vendors like VAST Data now have a problem selling to their customers, who might struggle to buy new hardware?

ait.fyi

Could storage media shortages put a halt to VAST Data’s expansion plans?

https://ait.fyi/post-300e30fb

000

Architecting IT @architecting.it · 22/01/2026

Public cloud platforms have been quietly building custom silicon, particularly GPUs, processors and networking. Could storage be next on the list, with custom storage silicon to drive bespoke solid state media?

ait.fyi

Is custom storage silicon the next evolution for cloud hyper-scale platforms?

https://ait.fyi/post-cea3e0bb

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Architecting IT @architecting.it · 22/01/2026

As NAND supply becomes constrained (and expensive), do software-only storage solution vendors like VAST Data now have a problem selling to their customers, who might struggle to buy new hardware?

ait.fyi

Could storage media shortages put a halt to VAST Data’s expansion plans?

https://ait.fyi/post-300e30fb

000

Architecting IT @architecting.it · 21/01/2026

AWS releases Graviton5, continuing the transition of EC2 to a greater proportion of Arm CPUs. Is the long-term game to entirely replace x86 on AWS?

ait.fyi

Graviton5 continues Amazon’s implicit x86 replacement programme

https://ait.fyi/post-813c994d

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Architecting IT @architecting.it · 21/01/2026

ait.fyi

Is custom storage silicon the next evolution for cloud hyper-scale platforms?

https://ait.fyi/post-cea3e0bb

000

Architecting IT @architecting.it · 21/01/2026

As NAND supply becomes constrained (and expensive), do software-only storage solution vendors like VAST Data now have a problem selling to their customers, who might struggle to buy new hardware?

ait.fyi

Could storage media shortages put a halt to VAST Data’s expansion plans?

https://ait.fyi/post-300e30fb

000

Architecting IT @architecting.it · 20/01/2026

AWS releases Graviton5, continuing the transition of EC2 to a greater proportion of Arm CPUs. Is the long-term game to entirely replace x86 on AWS?

ait.fyi

Graviton5 continues Amazon’s implicit x86 replacement programme

https://ait.fyi/post-813c994d

000

Architecting IT @architecting.it · 20/01/2026

ait.fyi

Is custom storage silicon the next evolution for cloud hyper-scale platforms?

https://ait.fyi/post-cea3e0bb

010

Architecting IT @architecting.it · 20/01/2026

As NAND supply becomes constrained (and expensive), do software-only storage solution vendors like VAST Data now have a problem selling to their customers, who might struggle to buy new hardware?

ait.fyi

Could storage media shortages put a halt to VAST Data’s expansion plans?

https://ait.fyi/post-300e30fb

000

Architecting IT @architecting.it · 19/01/2026

AWS releases Graviton5, continuing the transition of EC2 to a greater proportion of Arm CPUs. Is the long-term game to entirely replace x86 on AWS?

ait.fyi

Graviton5 continues Amazon’s implicit x86 replacement programme

https://ait.fyi/post-813c994d

000

Architecting IT @architecting.it · 19/01/2026

ait.fyi

Is custom storage silicon the next evolution for cloud hyper-scale platforms?

https://ait.fyi/post-cea3e0bb

000

Architecting IT @architecting.it · 18/01/2026

AWS releases Graviton5, continuing the transition of EC2 to a greater proportion of Arm CPUs. Is the long-term game to entirely replace x86 on AWS?

ait.fyi

Graviton5 continues Amazon’s implicit x86 replacement programme

https://ait.fyi/post-813c994d

000

Architecting IT @architecting.it · 18/01/2026

ait.fyi

Is custom storage silicon the next evolution for cloud hyper-scale platforms?

https://ait.fyi/post-cea3e0bb

000

Architecting IT @architecting.it · 17/01/2026

AWS releases Graviton5, continuing the transition of EC2 to a greater proportion of Arm CPUs. Is the long-term game to entirely replace x86 on AWS?

ait.fyi

Graviton5 continues Amazon’s implicit x86 replacement programme

https://ait.fyi/post-813c994d

000

Architecting IT @architecting.it · 17/01/2026

ait.fyi

Is custom storage silicon the next evolution for cloud hyper-scale platforms?

https://ait.fyi/post-cea3e0bb

010

Architecting IT @architecting.it · 16/01/2026

AWS releases Graviton5, continuing the transition of EC2 to a greater proportion of Arm CPUs. Is the long-term game to entirely replace x86 on AWS?

ait.fyi

Graviton5 continues Amazon’s implicit x86 replacement programme

https://ait.fyi/post-813c994d

000

Architecting IT @architecting.it · 16/01/2026

ait.fyi

Is custom storage silicon the next evolution for cloud hyper-scale platforms?

https://ait.fyi/post-cea3e0bb

010

Architecting IT @architecting.it · 15/01/2026

AWS releases Graviton5, continuing the transition of EC2 to a greater proportion of Arm CPUs. Is the long-term game to entirely replace x86 on AWS?

ait.fyi

Graviton5 continues Amazon’s implicit x86 replacement programme

https://ait.fyi/post-813c994d

000

Architecting IT @architecting.it · 21/12/2025

As NetApp focuses on core competencies around ONTAP, does slow and steady win the storage race?

ait.fyi

NetApp: Does Slow & Steady Win the Race?

https://ait.fyi/post-24e08da3

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Architecting IT @architecting.it · 21/12/2025

Pure Storage puts in another successful quarter with Q3 FY2026 increasing revenue to $964 million. Is there a limit to this growth?

ait.fyi

In Q3 FY2026, the Pure Storage juggernaut delivers another solid financial quarter

https://ait.fyi/post-7ab77717

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Architecting IT @architecting.it · 20/12/2025

As NetApp focuses on core competencies around ONTAP, does slow and steady win the storage race?

ait.fyi

NetApp: Does Slow & Steady Win the Race?

https://ait.fyi/post-24e08da3

000

Architecting IT @architecting.it · 20/12/2025

Pure Storage puts in another successful quarter with Q3 FY2026 increasing revenue to $964 million. Is there a limit to this growth?

ait.fyi

In Q3 FY2026, the Pure Storage juggernaut delivers another solid financial quarter

https://ait.fyi/post-7ab77717

000

Architecting IT @architecting.it · 19/12/2025

As NetApp focuses on core competencies around ONTAP, does slow and steady win the storage race?

ait.fyi

NetApp: Does Slow & Steady Win the Race?

https://ait.fyi/post-24e08da3

000

Architecting IT @architecting.it · 19/12/2025

Pure Storage puts in another successful quarter with Q3 FY2026 increasing revenue to $964 million. Is there a limit to this growth?

ait.fyi

In Q3 FY2026, the Pure Storage juggernaut delivers another solid financial quarter

https://ait.fyi/post-7ab77717

000

Architecting IT @architecting.it · 18/12/2025

As NetApp focuses on core competencies around ONTAP, does slow and steady win the storage race?

ait.fyi

NetApp: Does Slow & Steady Win the Race?

https://ait.fyi/post-24e08da3

000

Architecting IT @architecting.it · 18/12/2025

Pure Storage puts in another successful quarter with Q3 FY2026 increasing revenue to $964 million. Is there a limit to this growth?

ait.fyi

In Q3 FY2026, the Pure Storage juggernaut delivers another solid financial quarter

https://ait.fyi/post-7ab77717

000

Architecting IT @architecting.it · 17/12/2025

As NetApp focuses on core competencies around ONTAP, does slow and steady win the storage race?

ait.fyi

NetApp: Does Slow & Steady Win the Race?

https://ait.fyi/post-24e08da3

000

Architecting IT @architecting.it · 17/12/2025

Pure Storage puts in another successful quarter with Q3 FY2026 increasing revenue to $964 million. Is there a limit to this growth?

ait.fyi

In Q3 FY2026, the Pure Storage juggernaut delivers another solid financial quarter

https://ait.fyi/post-7ab77717

000

Architecting IT @architecting.it · 16/12/2025

As NetApp focuses on core competencies around ONTAP, does slow and steady win the storage race?

ait.fyi

NetApp: Does Slow & Steady Win the Race?

https://ait.fyi/post-24e08da3

000

Architecting IT @architecting.it · 16/12/2025

Pure Storage puts in another successful quarter with Q3 FY2026 increasing revenue to $964 million. Is there a limit to this growth?

ait.fyi

In Q3 FY2026, the Pure Storage juggernaut delivers another solid financial quarter

https://ait.fyi/post-7ab77717

000

Architecting IT @architecting.it · 15/12/2025

Pure Storage puts in another successful quarter with Q3 FY2026 increasing revenue to $964 million. Is there a limit to this growth?

ait.fyi

In Q3 FY2026, the Pure Storage juggernaut delivers another solid financial quarter

https://ait.fyi/post-7ab77717

000

Architecting IT @architecting.it · 15/12/2025

As NetApp focuses on core competencies around ONTAP, does slow and steady win the storage race?

ait.fyi

NetApp: Does Slow & Steady Win the Race?

https://ait.fyi/post-24e08da3

000

Architecting IT @architecting.it · 12/12/2025

[ICYMI] The mainframe has a legacy for reliability and trustworthiness. Could we reinvent it using modern technology?

ait.fyi

Making the Case for a Modern Mainframe - Architecting IT

https://ait.fyi/post-cde4

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