We are at the annual Flash Memory Summit in Santa Clara this week, with the event showcasing the latest advancements in the storage industry. Let’s take a closer look at some of the announcements, including bigger and better SSDs, taller NAND, and a whole lot of talk about CXL. We’ll also look at the moves SNIA is doing to help the storage industry branch out into data and management while also providing continuity with the past.
1:26 – Cadence Buys Rambus Memory and SerDes PHY Assets
Cadence has reportedly acquired memory and SerDes IP from Rambus, broadening its IP portfolio and client base. This is a big change for Rambus, which historically licensed this IP itself, and for Cadence, which is the provider of choice for electronic design automation tools and libraries. Are there any implications for the wider industry?
Read More: Cadence Buys Memory and SerDes PHY Assets from Rambus
3:14 – New Relic Acquired
Private equity firms Francisco Partners and TPG have bought into the observability sector, with both New Relic and Sumo Logic being taken private. Insiders suggest that the two could be merged under this new ownership to create a competitor for Datadog and Splunk based on Sumo Logic’s log analytics tech. What does this mean for the observability market?
Read More: Experts expect Sumo Logic match post-New Relic acquisition
5:50 – Microsoft Under Criticism for Security Issues
It is being reported that Chinese hackers have breached various networks, including those of the US Government, using forged authentication tokens and a stolen Microsoft Azure account consumer signing key. The incident is being called “negligent” on the part of Microsoft, prompting Congress to demand explanations and is thought to be connected to the SolarWinds breach. Another week, another breach, or is this bigger?
Read More: Microsoft comes under blistering criticism for “grossly irresponsible” security
Read More: Microsoft Signing Key Stolen by Chinese
8:11 – Arm aims for $60 Billion Valuation in September
Arm Ltd. is gearing up for an initial public offering (IPO) with an ambitious valuation target of $60 to $70 billion, with a roadshow scheduled in September. One move drawing attention is talk that Nvidia and Intel are considering becoming anchor investors in this IPO, along with big players like Amazon, Apple, and Samsung. Is this the right solution for Arm?
Read More: SoftBank’s Arm Targets $60 Billion Value in September IPO
Read More: Apple, Samsung, and Intel to invest in Arm IPO, and emerge with some control: report
11:15 – Rubrik Acquires Laminar to Boost Cloud Security
Rubrik is acquirnig cloud data security specialist Laminar Security. This move reflects Rubrik’s strategic pivot toward encompassing cybersecurity capabilities alongside its existing data protection offerings, part of a trend of backup vendors expanding into the realm of cybersecurity. With everyone talking data security and breaches, what does Laminar mean for Rubrik?
Read More: Rubrik acquires Laminar for cloud security, data visibility
13:25 – Announcements from Flash Memory Summit
We are at the annual Flash Memory Summit in Santa Clara this week, with the event showcasing the latest advancements in the storage industry. Let’s take a closer look at some of the announcements, including bigger and better SSDs, taller NAND, and a whole lot of talk about CXL. We’ll also look at the moves SNIA is doing to help the storage industry branch out into data and management while also providing continuity with the past.
Read More: SK hynix breaks barriers with 321-layer 3D NAND
Read More: SNIA Announces New SNIA SCSI Trade Association Forum
Read More: Micron’s CZ120 CXL Memory Expansion Modules Unveiled: 128GB and 256GB
37:21 – The Weeks Ahead
Flash Memory Summit – August 8-10, 2023
VMware Explore US and Tech Field Day Extra – August 21-24, 2023
SNIA SDC and Storage Field Day 26 – September 18-21, 2023
The Gestalt IT Rundown is a live weekly look at the IT news of the week. Be sure to subscribe to Gestalt IT on YouTube for even more weekly video content.
