Core Insights - CrowdStrike is hosting the Fal.Con Gov 2026 event on March 18 in Washington, D.C., focusing on advancing national cybersecurity strategies in the AI era [1] - The event will feature keynotes from prominent figures in cybersecurity and government, emphasizing the importance of AI-driven defense mechanisms [1] - The theme for this year's event is "Cybersecurity Is National Security," highlighting the critical role of government defenders in protecting national systems [1] Event Details - Fal.Con Gov 2026 will gather senior policymakers and cybersecurity leaders, including White House National Cyber Director Sean Cairncross and CISA Executive Assistant Director for Cybersecurity Nick Anderson [1] - The event will include breakout sessions, expert panels, and hands-on experiences tailored for government defenders, focusing on AI and emerging cyber strategies [1] - Notable sessions include CrowdStrike University training courses, the exclusive CxO program for senior executives, and the popular Adversary Tradecraft series [1] Partnerships and Sponsorships - Over 20 partners from the cybersecurity ecosystem will participate, sharing proven capabilities and solutions for mission-critical security operations [1] - Gold sponsors include companies like Cloudflare, Okta, and Zscaler, while AWS is the premier sponsor for the event [1] Company Overview - CrowdStrike is recognized as a global leader in cybersecurity, offering a cloud-native platform designed to protect critical enterprise areas such as endpoints and cloud workloads [1] - The CrowdStrike Falcon platform utilizes real-time indicators of attack and threat intelligence to provide automated protection and elite threat hunting capabilities [1]

and 5G/Edge, today announced...]### Supermicro kondigt intelligente oplossingen voor in de winkel aan in samenwerking met een groot aantal industriële partners[Retail's Big Show -- Super Micro Computer, Inc. (SMCI), een Total IT Solution Provider voor AI/ML, HPC, Cloud, Storage en 5G/Edge, kondigde vandaag...] [More Releases From This Source]## Explore[Artificial Intelligence][The Latest Artificial Intelligence News] [Computer & Electronics][Computer Hardware][News Releases in Similar Topics]---- -- Supermi ...

AUSTIN, Texas & SALT LAKE CITY--(BUSINESS WIRE)--VAST Forward – Today at VAST Forward 2026, VAST Data, the AI Operating System company, and CrowdStrike (NASDAQ: CRWD) announced a strategic partnership that combines VAST's native data-layer governance and platform-level controls with CrowdStrike's enterprise-grade threat detection and automated response. By integrating these capabilities within the VAST AI Operating System and connecting telemetry with the CrowdStrike Falcon® cybersecurity platf. ...

Remote-First-Company | VAST Forward | SALT LAKE CITY, UT, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Today at VAST Forward 2026, VAST Data, the AI Operating System company, announced an end-to-end, fully CUDA accelerated AI data stack, delivered through an expanded collaboration with NVIDIA. With the VAST AI Operating System now running directly on NVIDIA-powered servers, customers can eliminate data bottlenecks across the AI pipeline and deliver ingestion, retrieval, analytics, and inference in a single unified pla ...

Remote-First-Company | VAST Forward | SALT LAKE CITY, UT, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Today at VAST Forward 2026, VAST Data, the AI Operating System company, announced Polaris, a global control plane designed to provision, operate and orchestrate distributed AI infrastructure across public cloud, neocloud and on-premises datacenter environments. Polaris transforms VAST deployments into a unified, fleet-scale platform, enabling enterprises to manage AI data and infrastructure wherever training and infe ...

Core Viewpoint - The article emphasizes the increasing reliability risks associated with the reuse of enterprise-grade solid-state drives (SSDs) under the pressure of growing artificial intelligence workloads, highlighting that flash wear is a physical limit that software optimization cannot eliminate [1][3]. Group 1: Flash Wear and Reliability Risks - Flash memory degrades with repeated write cycles, leading to accelerated component damage and potential catastrophic data loss when older drives are reused in demanding environments [3]. - Analysts predict that the tight supply of solid-state drives will persist for at least another year, prompting data center operators to reconsider their storage management strategies [3]. Group 2: Market Pressures and Storage Strategies - Some storage vendors are promoting hard drive recycling strategies, where existing SSDs are removed from one system and reused in another, as a response to supply challenges [3]. - Dell's executives argue that the concept of "flash recycling" reflects market pressure rather than technological advancement, indicating significant risks associated with reusing aging components [3][4]. Group 3: Multi-Tier Storage Solutions - Companies can reduce reliance on scarce and expensive SSD capacity by allowing less critical data to migrate away from flash storage, providing flexibility during price fluctuations or extended delivery times [4]. - Dell and other vendors, like DDN, advocate for multi-tier storage systems that encompass NVMe, traditional SSDs, disk drives, and cloud resources, emphasizing the sustainability of reducing dependence on high-end flash hardware [4].

Summary of Conference Call Notes Company and Industry Involved - **Company**: NVIDIA - **Industry**: AI and Data Storage Solutions Key Points and Arguments Innovations in Storage Architecture - NVIDIA introduced the BlueField 4 and Context Memory platform, connecting DPU to 150TB of context memory, allowing each GPU to access 16TB of distributed storage, significantly enhancing AI inference speed and addressing HBM capacity bottlenecks and remote access latency issues [1][2] Software Ecosystem Impact - The new storage architecture has led to significant changes in the software ecosystem, with NVIDIA releasing key software components like NVIDIA Demo and NXL to facilitate development based on the new architecture [4] - Companies like VAST Data and Wakanda are migrating their software from CPU x86 architecture to GPU-centric architecture to improve inference speed and reduce latency [4] Database Evolution - Traditional database software, designed for CPU x86 architecture, needs to undergo a complete overhaul to adapt to the new GPU-centric systems, requiring engine changes, operator optimizations, and increased addressing width [7] Market Potential - The incremental market size from changes in storage hardware architecture is estimated to reach $160 billion, based on the addition of 2TB of storage per GPU, with projections of 8 million NV cards used for inference tasks [9][10] Cost and Customer Willingness - The annual cost for high-speed storage access databases is approximately $20 million, which is four times that of traditional databases, but the inference efficiency also improves by four times, leading customers to accept the higher costs [8] Competitive Landscape - StarRing Technology has strong technical and product capabilities, with leadership experienced in AI database technology and partnerships with NVIDIA to enhance performance in the AI inference era [11] Future Outlook - StarRing Technology is expected to complete software optimization and adaptation by Q1 2026, aligning with industry trends and presenting a significant growth opportunity in a market projected to be worth $160 billion [12]

Core Insights - The UK government aims to become an "AI superpower" through the "AI Opportunities Action Plan" launched in January 2023, with significant investments from global tech giants in AI infrastructure [1][6] - Critics highlight high energy costs and strict regulations on accessing the national grid as major obstacles to AI development in the UK [1][5] AI Growth Zones - The first AI growth zone was established in Oxfordshire in February 2023, but construction has not yet begun [3] - Another growth zone in Northeast England is set to start construction in early 2026, while two additional zones in North and South Wales are in the planning stages [3][4] Energy Demand and Infrastructure Challenges - By 2030, the core AI growth zones are expected to meet a power demand of at least 500 megawatts, with at least one zone exceeding 1 gigawatt [4] - Limited grid capacity poses a significant challenge, with developers facing delays of 8 to 10 years for grid access, particularly in London [5] Investment and Development - Major US tech companies have committed £31 billion (approximately 293 billion RMB) to enhance the UK's AI infrastructure, including data centers and computing capabilities [6] - Local AI infrastructure company Nscale plans to deploy thousands of NVIDIA chips in a new data center by early 2027 [6] Long-term Success Factors - Investment in a comprehensive "full-stack" approach, including data pipelines, storage, energy, security, talent, and skills, is essential for the long-term success of AI infrastructure in the UK [8] - The UK faces challenges in data center investment compared to the US, with current energy costs being the highest in Europe, 75% higher than before the Ukraine conflict [8] Alternative Solutions - Microgrids, which are self-sufficient power networks, are being considered as a potential solution for projects unable to connect to the national grid [9] - Utilizing existing power sites for AI infrastructure rather than developing new ones from scratch could expedite the deployment of AI capabilities [9]

Core Insights - The article highlights Nvidia's significant financial success and strategic investments in AI startups, indicating its dominant position in the AI revolution. Nvidia's operating profit surged by 65% year-over-year to $36 billion, while net profit also increased by 65% to $31.9 billion, marking a nearly 19-fold increase since the launch of ChatGPT 3.5 in November 2022 [6][8]. Investment Overview - Nvidia has made 251 investments in 244 startups since 2022, with 84 investments in 74 startups from January to November 2023 alone, surpassing the total of 76 investments made in 2024 [8][12]. - The majority of these investments focus on AI-related fields, particularly software applications, computational power, and energy, with 39 AI application companies receiving funding [12][14]. - The total funding for model-related companies reached over $28.6 billion, with a significant portion coming from a single round of financing by Musk's xAI [14][16]. Investment Signals - Nvidia's investments signal a narrowing focus on model-layer companies, indicating a trend towards consolidation in the AI model sector [20][23]. - The company is addressing energy supply issues by investing in nine energy or resource management startups, including those focused on nuclear fusion and renewable energy-driven data centers [24][27]. - A significant portion of Nvidia's investments (34 out of 39 AI software applications) targets enterprise clients, reflecting a strategic shift towards more stable and predictable revenue sources [29][32]. Financial Strategy - Nvidia's frequent investments are driven by its substantial cash reserves, which reached $60.6 billion, allowing for aggressive stock buybacks and dividends [37][40]. - The company aims to diversify its revenue sources, as 50% of its revenue currently comes from three clients, reducing reliance on a few major customers [40][42]. - Nvidia is also focused on exploring new business opportunities, as data center revenue accounted for 89% of total revenue, while autonomous driving revenue remains minimal [42].

Remote-First-Company | SAN FRANCISCO, CA, Nov. 18, 2025 (GLOBE NEWSWIRE) -- VAST Data, the AI Operating System company, announced today at Microsoft Ignite a collaboration with Microsoft to power the next wave of agentic AI. Available soon to Azure customers, the VAST AI OS provides a simple way to deploy high-performance, scalable AI infrastructure in the cloud. Enterprises will be able to access VAST’s complete suite of data services in Azure, including unified storage, data cataloging, and database capa ...