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Alphabet: Fiscal 2Q26 Financial Results

Generating $119.8 billion, up 9% QoQ and up 24% YoY

Amazon.com: Fiscal 2Q26 Financial Results

AWS generating $42.2 billion, up 12% QoQ and up 37% YoY

Phison: Fiscal 2Q26 Financial Results

Generating NT$67.9 billion, up 66% QoQ and up 280% YoY

Kalray: Fiscal 1H26 Financial Results

Generating €8.5 million, down 0.5% QoQ and up 7.6% YoY

Back to The CXMT IPO

A spectacular trajectory

South Korea Memory Vendors Samsung and SK hynix Signed Major Deals

Clearly one of the red ocean segment of the industry

Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies

Companies sign memorandum of understanding to broaden collaboration on next-generation AI infrastructure, spanning leading-edge memory, foundry technologies and advanced packaging

Vultr and AMD Support the University of Cambridge’s Tessera AI Project to Accelerate Global Environmental Monitoring

Deploying planetary-scale foundation model on Vultr cloud GPU infrastructure powered by AMD Instinct MI325X GPUs
AIC

CTERA Extends Microsoft 365 Copilot to the Enterprise File Estate, with Governed, Classified and Searchable Data to Improve AI Quality and Outcomes

Enterprise organizations can securely connect their enriched CTERA data to Microsoft Copilot across hybrid environments without moving files or compromising governance [comments]

StorPool Builds Momentum as Organizations Accelerate Infrastructure Modernization Across Virtualization, AI, and Cloud

Expanding its portfolio and ecosystem to provide organizations with simpler, more efficient paths to modern infrastructure [comments]

JB Baker no Longer at ScaleFlux

After more than 7 years | by Philippe Nicolas
Recent News

Top NewsSeagate Technology: Fiscal 4Q26 and FY26 Financial Results[comments]

Celestica: Fiscal 2Q26 Financial Results

Samsung Electronics: Fiscal 2Q26 Financial Results

Silicon Motion: Fiscal 2Q26 Financial Results

Macronix: Fiscal 2Q26 Financial Results

Commvault: Fiscal 1Q27 Financial Results

FMS 2026: Silicon Motion and MediaTek to Showcase Advanced Storage Solutions for Next-Generation AI-Ready Automotive Platforms

FMS 2026: MaxLinear Showcases Panther for AI Storage Efficiency and AI Inference Performance

FMS 2026: ScaleFlux Unveils PCIe Gen6 SSD and CXL Memory Controllers

FMS 2026: New UFS 5.0 Embedded Flash Memory Devices from Kioxia Enable On-Device AI

FMS 2026: Innodisk Introduces High-Speed DDR5 12800 MT/s MRDIMM to Power AI Workloads

WAIC 2026: DapuStor Highlights Enterprise SSD Innovation for AI Infrastructure

Top NewsSK hynix: Fiscal 2Q26 Financial Results[comments]

Meta Platforms: Fiscal 2Q26 Financial Results[comments]

FADU: Fiscal 2Q26 Financial Results

Etched Raises $300M at a $10.3 Billion Valuation to Scale Production of Frontier Scale Inference Hardware

FMS 2026: Kioxia Announces Next-Generation E1.S SSDs for AI and Hyperscale Environments

FMS 2026: Biwin to Showcase its Next-Generation Memory and Storage Innovations

FMS 2026: Longsys to Unveil “Edge AI Storage Fusion”, Showcasing In-Depth Innovation in Edge AI Storage

FMS 2026: ScaleFlux CEO to Deliver Keynote with Nvidia on Memory Solutions to Scale AI Data Pipeline

FMS 2026: Cerabyte Unveils “The Missing Tier” to Address AI’s Long-Term Data Storage Challenge

FMS 2026: SNIA Highlights Next-Generation Memory, AI, and Storage Standards

Advancing AI for National Security: Nvidia, DDN, and the Naval Postgraduate School Collaborate to Prepare Tomorrow’s AI Leaders

Top NewsDatabricks is Raising a Strategic Round of Funding at a $188 Billion Valuation[comments]

FMS 2026: The Annual Rendez-Vous is Around the Corner

AMD AAI 2026: AMD and Anthropic Announce Strategic Partnership to Deploy up to 2 Gigawatts of AMD Instinct MI450 Series GPUs

AMD AAI 2026: AMD and OpenAI: Collaborating Across Every Layer of the Stack

AMD AAI 2026: From EPYC to Helios, AMD and Meta are Scaling the Future of AI Together

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