Midnight MarketsV1.0
⚠ Not financial adviceNot financial advice. Independent research, not investment recommendations. The author and website make no representation as to accuracy or completeness. Do your own due diligence before acting on anything you read here. Read the full disclaimer →
The AI Storage Software — Pure Storage and the QLC Inference Wave · The Memory Wall — HBM, DRAM, NAND & the AI Memory Cartel

PSTG

Pure Storage
loading…
History0 bars

Enterprise all-flash storage. Confirmed top-4 hyperscaler design win (widely reported as Meta) — 10-12 EB deployment late 2026.

What they do

Builds all-flash enterprise storage appliances and the software that runs them . QLC-based DirectFlash modules deliver flash density at HDD prices for AI inference. The big news: confirmed top-4 hyperscaler design win Q3 2025 (widely reported as Meta) — 10 to 12 exabytes late 2026. Q2 FY2026 revenue $861M (+13%). 90%+ gross margins on the hyperscaler deal because Meta uses ODM hardware running Pure's software.