The AI Storage Software — Pure Storage and the QLC Inference Wave · The Memory Wall — HBM, DRAM, NAND & the AI Memory Cartel
NTAP
NetApploading…
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Enterprise hybrid storage incumbent — quieter AI tailwind, included for completeness.
What they do
The older incumbent in enterprise storage. AI storage tailwinds exist but slower. Included for completeness; not a primary chokepoint in this thesis.