In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven by the aggressive expansion of AI infrastructure as the primary catalyst. Right now, we are tracking two distinct yet deeply connected market...
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of...
Transcript: Anthropic — one of the leading AI companies in the world, backed by over $30 billion in fresh funding at a $380 billion valuation — just released its second major AI model in less than two weeks. Twelve days. Two flagship model releases. And the thing they...
Transcript: Two global public companies — Iron Mountain and Sims Limited — both reported roughly 70 percent year-over-year growth in their IT asset disposition divisions. Seventy percent. Not 8 percent. Not 12 percent. Not “steady progress.” Seventy. And both...
