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-news/… 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-news/…

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-news/… 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-news/… #ITPT @CDP_FST @coustautc

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-news/… 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-news/… #ITPT @ITPressTour @CDP_FST @coustautc @Hammerspace_Inc