Philippe Nicolas @CDP_FST

Data Storage Market Obs. & Analyst at Coldago Research #Coldago - The IT Press Tour #ITPT - #StorageNewsletter Owner - Blogger since 2005 & #TFSP Podcast Owner linkedin.com/in/phnicolas/ San Francisco & Paris Joined February 2010

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Philippe Nicolas @CDP_FST

6 hours ago

Amazing comment thank you @alexonline888 You're The IT Press Tour became a real must for IT companies Glad you joined and be part of the core team now #ITPT

Alex Zaharov-Reutt @alexonline888

12 hours ago

70th IT Press Tour analysis: eight companies chasing the idle GPU, and why Philippe Nicolas and Céline Coustaut's tour has become an institution - full article here, please read on: itwire.com/business-it-ne… Eight companies. One week in Silicon Valley. Journalists from four

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Alex Zaharov-Reutt @alexonline888

2 days ago

70th IT Press Tour, Part 1 of 2: Phison nearly quadrupled its quarterly revenue on AI, and now it wants flash to do DRAM's job - full video and article here: itwire.com/business-it-ne… A year ago, Phison sat in front of the IT Press Tour and introduced us to Pascari, its brand-new enterprise SSD label. This year, Phison US President and GM, Michael Wu, opened with a slide that would make most chief financial officers weep with joy. Phison's revenue for the first half of 2026 was US$3.4 billion. That's 147% of what the company made in the whole of 2025 (US$2.345 billion), and it took six months. "This year, Phison has turned into a very different company," Wu said. This is part 1 of my Phison coverage. A large slab of what we saw, including the technical sessions from Phison CTO North America, Sebastien Jean, and several product announcements, is under embargo until 17 November, US time (18 November here in Australia). I've seen it, and part 2 is the bigger story. For now, here's everything I can tell you. Full video and article here: itwire.com/business-it-ne…

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Alex Zaharov-Reutt @alexonline888

6 days ago

70th IT Press Tour: DDN wants every GPU earning its keep, and NVIDIA and Google already run on its data engines - full article and video here: itwire.com/business-it-ne… A GPU waiting for data still draws full power. DDN has built its entire pitch around that one uncomfortable fact, and with bookings growing threefold, a rebuilt executive team and a fresh inference engine, it reckons its found the money in fixing it. I was at the The IT Press Tour (70th edition) in California last week, where DDN gave journalists an impressively detailed briefing session, under the banner Make AI profitable. Presenting were DDN president and chief revenue officer, Kevin Delane, and DDN chief product officer, Omer Asad. DDN’s new chief marketing officer, @AdamBerlew, sat in and chimed in as appropriate, despite being on what he told us was day eight in the job. IT Press Tour founder, Philippe NICOLAS, said this was the ninth or tenth time the tour had visited DDN. The faces on the other side of the table were mostly new. So, how do you make AI profitable? Full article and video here: itwire.com/business-it-ne… #ITPT @CDP_FST @coustautc

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Céline Coustaut @coustautc

5 days ago

IT Press Tour 70: DDN - Make AI Profitable. BY @CDP_FST @StorageTopNews bit.ly/4hWBlJP @DDNintelligence #MultiCloud #DataManagement #HighPerformance #Infinia #AgenticAI #AI #KVCache #HPC #ITPT @ITPressTour 70th Edition in California

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Céline Coustaut @coustautc

4 days ago

IT Press Tour 70: ScaleFlux - Scale the AI data pipeline. @StorageTopNews by @CDP_FST bit.ly/4jllqXR @ScaleFlux #MultiCloud #NAND #Flash #SSD #NVMe #CXL #DataReduction #AI #ITPT @ITPressTour 70th Edition in California

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Céline Coustaut @coustautc

4 days ago

IT Press Tour 70: @Cohesity - Resilience for the AI era @StorageTopNews by @CDP_FST bit.ly/4s4knOe @Cohesity #MultiCloud #DataProtection #DataManagement #Ransomware #AgenticAI #Backup #ITPT @ITPressTour in California

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Céline Coustaut @coustautc

3 days ago

IT Press Tour 70: @CTERA - Closing the "AI value gap" at the data layer @StorageTopNews by @CDP_FST bit.ly/4ynbPnh @CTERA #MultiCloud #GlobalFS #FileStorage #AgenticAI #EnterpriseAI #ROBO #UnstructuredData #ITPT @ITPressTour in California

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Céline Coustaut @coustautc

3 days ago

IT Press Tour 70: Phison - From NAND controllers to AI infrastructure @StorageTopNews by @CDP_FST bit.ly/3TzukGL @Phison_USA #MultiCloud #NAND #Flash #SSD #NVMe #Pascari #AIDAPTIV #AI #ITPT @ITPressTour 70th Edition in California

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Philippe Nicolas @CDP_FST

a day ago

Great live demo for @clockworkio Very interesting session #ITPT

Alex Zaharov-Reutt @alexonline888

2 days ago

Clockwork pulled the power on a live AI training job, and it carried on from the same step Live demos on real hardware are where confident startups go to be humbled. So when a Clockwork engineer in a South Bay data centre pulled on a pair of gloves, switched off a GPU server in

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Philippe Nicolas @CDP_FST

a day ago

Great session with @ScaleFlux Lots of information #ITPT

Alex Zaharov-Reutt @alexonline888

2 days ago

70th IT Press Tour: ScaleFlux wants to be the silicon that feeds the GPU, and its handing the SSD business to its partners - the full article and video is here: itwire.com/business-it-ne… 12 years ago with a bet that the CPU would become the bottleneck as SSDs got faster. It was

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Zettalane Systems @ZettalaneSys

5 days ago

1/ MayaNAS is now generally available on Google Cloud Marketplace — enterprise NAS and the Lustre parallel file system, one engine, bulk data in Google Cloud Storage, in your own project. 🧵 einpresswire.com/article/948595… @googlecloud @gcloudpartners #Lustre #MLPerf

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Philippe Nicolas @CDP_FST

6 days ago

What an @ITPressTour it was - great 70th edition for sure #ITPT

Alex Zaharov-Reutt @alexonline888

6 days ago

When VergeIO's new CEO sat down in front of journalists from four continents in Palo Alto, he summed up his reason for being there in one line. "We thought the market was finished, and now it's opened up all over again." Full video and article here: itwire.com/it-industry-ne… He

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Alex Zaharov-Reutt @alexonline888

6 days ago

Hammerspace says production AI dies in the data layer, and its fix already ships in your Linux kernel - the full article and video can be seen here: itwire.com/business-it-ne… 70% of enterprise AI projects sail through the proof of concept and then quietly die before production. Hammerspacereckons it knows why, and it argues the cure is sitting on storage you've already paid for. I was at The IT Press Tour, 70th edition, in Redwood City, California, on 8 October 2026, where Hammerspace VP of product marketing, Floyd Christofferson, gave the assembled journalists a fast-moving tour of the company's technology, its customers and where it thinks enterprise AI is heading. Christofferson opened by placing his job somewhere in the middle of product and marketing. Sitting at the end of the table was Hammerspace VP of products and operations, Douglas Fallstrom, who I was told is one of the company's founding team. Christofferson described Fallstrom's daily life as wrangling the engineers who are building this stuff into the product, which sounds about right for anyone running products at a storage company. The 70% problem Christofferson had flown in from an HPC user forum in Germany, where he said research AI adoption is running hot (around 70% utilisation) on carefully curated data sets. Before that hed been at the SNIA Storage Developer Conference in Santa Clara.Enterprise is a different beast. At SDC, Christofferson heard the CTO of the Berkshire Hathaway group of companies (an SGI alumna, which Christofferson, himself ex-SGI, clearly considered a strong reference) tell a room of technologists that roughly 70% of enterprise AI projects fail.They succeed at the POC stage. They fail on the way to production. To see the rest of this article, and the video, go here: itwire.com/business-it-ne… #ITPT @ITPressTour @CDP_FST @coustautc @Hammerspace_Inc

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netzpalaver @netzpalaver

2 weeks ago

Ctera setzt auf Forward-Deployed-Engineering gegen den KI-Fachkräftemangel @CTERA #DataIntelligence #Datenmanagement #künstlicheIntelligenz #ForwardDeployedEngineering #Governance #KIFachkraft #MLOps netzpalaver.de/2026/10/06/cte…

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netzpalaver @netzpalaver

7 days ago

During the IT Press Tour, Netzpalaver had the opportunity to visit several interesting startups and established companies in Silicon Valley. Brief statements were made to capture first impressions and highlights from the companies visited. Statement from Floyd Christofferson, VP Product Marketing, Hammerspace #AI #GPU #Memory #UnifiedDataSolution #Storage #ArtificialIntelligence #ITPressTour #ITPT #AIFabric #AIPipeline #AIWorkload @Hammerspace_Inc