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In this episode of Shared Everything, we sit down with Jeff Denworth, co-founder of VAST Data, and Scott Shadley of Solidigm to unpack what’s actually driving the current flash supply crunch. The conversation moves from NAND physics and fab constraints to hyperscaler buying behavior and the sudden surge in AI-driven demand, explaining why this cycle is fundamentally different from past downturns. At the center is a clear reality check for anyone building AI infrastructure right now: flash has become a limiting resource, and software efficiency and architecture now determine how much usable capacity the industry really has.
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면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Nicole Hemsoth Prickett에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
