The Storage and Memory Signal https://aiinfraenergy.com/ A weekly newsletter on AI storage and memory infrastructure. en-us Sun, 13 Sep 2026 00:00:00 GMT Issue 07: DeepSeek's memory diet https://aiinfraenergy.com/issues/issue-07.html https://aiinfraenergy.com/issues/issue-07.html Sun, 13 Sep 2026 00:00:00 GMT DeepSeek's V4.1 Flash claims a 75% cut in HBM and an 87.5% cut in SSD needs for its KV cache, rattling Samsung and SK hynix, CXMT's gross margin tops Micron and SK hynix in Q2, TrendForce logs a 59.5% jump in DRAM industry revenue, JEDEC finalizes the SOCAMM2 memory standard, and Solidigm's IPO clock keeps ticking. Issue 06: Samsung's wafer-bonding trilogy https://aiinfraenergy.com/issues/issue-06.html https://aiinfraenergy.com/issues/issue-06.html Mon, 07 Sep 2026 00:00:00 GMT Samsung details zHBM, V10 BV-NAND, and zNAND-O, three memory products built on the same bonding trick, Silicon Motion pitches SSDs as a KV cache memory tier, Solidigm edges toward Nasdaq, Supermicro's storage summit wraps, and spot vs. contract pricing explained. Issue 05: The AI storage leaderboard turns over https://aiinfraenergy.com/issues/issue-05.html https://aiinfraenergy.com/issues/issue-05.html Sun, 06 Sep 2026 00:00:00 GMT MLPerf Storage v3.0 adds checkpointing and KV cache tests, Everpure posts 877 GiB/s while most incumbents sit out, Azure lands the first cloud submission, Google says memory is 75% of server BOM, Micron doubles HBM wafer capacity, and checkpointing explained. Issue 04: Memory's bandwidth arms race heats up https://aiinfraenergy.com/issues/issue-04.html https://aiinfraenergy.com/issues/issue-04.html Fri, 04 Sep 2026 00:00:00 GMT Samsung's HBM5 and zHBM roadmap, Micron's widening HBM silicon penalty, the race for 16-Hi HBM4, AWS's Graviton5 memory instances, SSD pricing at 6.5x, and hybrid bonding explained. Issue 03: HBM hits a physical ceiling https://aiinfraenergy.com/issues/issue-03.html https://aiinfraenergy.com/issues/issue-03.html Sun, 30 Aug 2026 00:00:00 GMT SK hynix pushes hybrid bonding to HBM5 after hitting a 775-micron packaging limit, Everpure tops the Gartner MQ again, Kioxia and Sandisk's $31B NAND bet, and CXL memory pooling explained. Issue 02: This week in storage and memory https://aiinfraenergy.com/issues/issue-02.html https://aiinfraenergy.com/issues/issue-02.html Sat, 29 Aug 2026 00:00:00 GMT NVHBM's 30% bandwidth claim, DDN's sovereign AI win, the Pure Storage to Everpure rebrand, Uplevel Highlight on KV cache, and what's on the calendar. Issue 01: Mapping the AI storage build-out https://aiinfraenergy.com/issues/issue-01.html https://aiinfraenergy.com/issues/issue-01.html Sat, 29 Aug 2026 00:00:00 GMT Field Report: enterprise storage vendors, hyperscaler storage, the HDD capacity race, memory and flash, Backblaze field reliability data, and an optimization playbook.