Content: Analysis
VAST Data recently announced a Flash Reclamation Programme, aimed at repurposing solid-state media capacity to work with VAST’s storage operating system. Is this move symptomatic of the industry, or a challenge for a software-only provider that explicitly chose to exit the hardware market? Background In a response to the
Content: Analysis
At Reinvent 2025, AWS announced Graviton5, the next generation of Arm-based CPUs for EC2. The latest iteration improves performance over Graviton4 by 25%, with a redesign that abandons the NUMA architecture of its predecessor. With more new capacity of Graviton being deployed in AWS each year compared to x86, will
Content: Analysis
Ten years ago in 2015, Amazon Web Services (AWS) acquired a small Israeli company called Annapurna Labs. Its technology had been used to develop Nitro, the beginning of a series of custom silicon designs that started with I/O offload and evolved into custom Arm processors. As demand for storage
Vendors: Pure Storage, Inc.
Once again, Pure Storage, Inc. delivered a solid quarter of increased revenue and margin growth. For the period Q3 FY2026, ending 2nd November 2025, revenue rose 16.0% to $964.5 million, with a 72.3% gross margin. Is there a limit to which this growth can be sustained? Background
Data Practice: Data Storage
Dell Technologies, Inc. has announced financial results for the second quarter of FY2026 (ending 1st August 2025). Revenue rose 19.0% year-on-year to $29.8 billion for the quarter, a record for the company.
Vendors: Pure Storage, Inc.
Pure Storage, Inc. has announced financial results for the second quarter of FY2026, ending on 3rd August 2025. Revenue increased 12.7% year-on-year to $861.0 million, with a gross margin of 70.2% and income of $50.6 million before tax.