Blocks and Files

Fabless, semiconductor company Panmnesia has a funded project to develop controllers and switches supporting UALink and Ethernet, and it will sample ship its combined PCIe 6.4-CXL 3.2 fusion switch chip in the second half of this year. Panmnesia CEO Dr Myoungsoo Jung outlined CXL and UALInk/NVLink fusion ideas last July. He described a CXL-over-XLink architecture. The Fusion chip supports PCIe and CXL protocols on a single die, but not UALink.

Another quarter, another record, that’s how it goes for ExaGrid, consistent, regular as clockwork, revenue record breaking is becoming its hallmark. The company said it had a record quarter of bookings and revenue in the first quarter ending March 31, 2026, with double-digit revenue growth over Q1 of 2025. It added 177 new customers in Q1 2026, including 80 six- and seven-figure new customer deals in the quarter. Its customer count exceeded 5,000 actively installed ExaGrid users in February.

For most of the last two decades, storage procurement followed a rhythm nobody questioned much. Estimate your growth over three to five years, size the purchase accordingly, negotiate a deal, rack the hardware, and start the clock again. It worked when data demands grew in predictable increments. AI has changed all that. Workloads now materialize with enormous appetites and near-impossible deadlines, then pivot and expand in ways nobody budgeted for.

Jump to main content Eric Brown, Cohesity CFO, revealed insights into its strategy and tactics following the announcement of its acquisition of Veritas’ data protection portfolio in February 2024. Brown was talking to William Blair analysts and said that Cohesity was unable to engage with Veritas customers for most of calendar 2024, which left the door open to poaching from Commvault and Rubrik.

For many enterprises, the data warehouse has shifted from strategic asset to operational liability. Decades-old proprietary platforms such as Teradata, alongside cloud-only services including Snowflake, have delivered scale and performance. But they have done so at the cost of vendor lock-in, unpredictable pricing, and limited architectural flexibility.

Enterprise infrastructure economics are changing faster than any organization might have expected. Virtualization licensing models are shifting, and memory prices have risen dramatically. After years of steady declines, DRAM prices rose sharply beginning in 2024 as demand from AI infrastructure accelerated.

Agentic elephants The past two years have seen an unprecedented wave of investment across the data platform landscape. Databricks, Snowflake, Salesforce, and others have spent billions acquiring database and governance technologies. That spending is not incidental. It is a signal. We have left the world of single-system-wins-all. For decades, the enterprise data stack expanded by adding specialized platforms for transactions, analytics, governance, and AI experimentation.

Datacenter French DNA storage champion Biomemory has said that it is on track to deploy its technology in datacenters later this year after snapping up assets from Boston-based bio computing specialist Catalog Technologies.

Jedec has published a brace of new standards covering universal flash storage and memory interfaces. JESD220H Universal Flash Storage 5.0 and JESD223G, UFS Host Controller Interface (UFSHCI) 5.0. UFS 5.0 is aimed at mobile applications, automotive and computing systems that demand high performance with low power consumption, while retaining compatibility with 4.x hardware.

Memory vendors used MWC week to highlight their AI focused memory chips this week, touting their potential to reconfigure the bit barn infrastructure balance. Though whether these efforts will ripple down to the enterprise and consumer device markets which are being pummeled by soaring storage and memory prices is another story. Micron this week unwrapped its 256GB LPDRAM SOCAMM2 parts, targeted specifically at datacenter infrastructure.