Vendors: Seagate Technology Holdings PLC

Content: Research Note

Irrational Exuberance in the Storage Media Industry

Note: Neither Architecting IT or Brookend Ltd provide investment advice. The views expressed in this article are for information only and should not be taken as advice or recommendations in any form. If you are not clear on this, close this page now. Less than two weeks ago, we published

Content: Analysis

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

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