Posted by calvintaneng > 2 months ago | Report Abuse

https://www.youtube.com/watch?v=NtPc0jI21i0

Posted by calvintaneng > 2 months ago | Report Abuse

notion first to 🔥🔥 up

Posted by calvintaneng > 2 months ago | Report Abuse

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

Posted by calvintaneng > 2 months ago | Report Abuse

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

Posted by calvintaneng > 2 months ago | Report Abuse

Inside a Google Data Center

See

https://www.youtube.com/watch?v=XZmGGAbHqa0

See carefuly

At the Very "Center" of Data Center are HARD DISK DRIVES (HDD) Rows and Rows and Rows of HDD!!

0 seconds ago

JCY

NOTION

DUFU

Posted by calvintaneng > 2 months ago | Report Abuse

THERE ARE MORE THAN 10,000 DATA CENTERS IN THE WORLD & ONLY 3 HDD MANUFACTUERERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-25-story-h-160749967-THERE_ARE_MORE_THAN_10_000_DATA_CENTERS_IN_THE_WORLD_ONLY_3_HDD_MANUFAC


calvintaneng

53,609 posts

Posted by calvintaneng > 3 minutes ago | Report Abuse

SEE MALAYSIA MENTIONED IN DATA CENTER NEWS

https://www.datacenterdynamics.com/en/news/

only Seagate, Western Digital & Toshiba supply HDD to all these thousands of DATA Centers Worldwide

JCY
NOTION
DUFU

WILL BENEFIT TREMENDOUSLY

FROM NOW TILL REST OF THE DECADE THE HOTTEST THEME IS AI AND DATA CENTERS

Posted by Goldberg > 2 months ago | Report Abuse

IN FOCUS

Is flash storage the key to effective and sustainable AI?


Legacy IT infrastructure is among the top barriers preventing the pervasive use of AI. Also, research by the International Data Corp found that inadequate or lack of purpose-built infrastructure capabilities often cause AI projects to fail.

Agreeing with that finding, Pure Storage’s CEO Charlie Giancarlo asserts that the conventional hard disk drive (HDD) — which consists of a spinning disk to read and write/store data magnetically — will not be able to cope with the demands of an AI-driven organisation. “HDDs used to be in everything, but they’re no longer in your laptop, handphone and more. Today, enterprise mass storage, data centres and hyper scalers are the last remaining bastions of hard disks,” he said in his opening keynote at last month’s Pure//Accelerate 2023 conference in Las Vegas. He also boldly claims that no new HDDs will be sold by 2028 as they will be entirely replaced by flash storage, whose capabilities have been rapidly developing over the years to address the needs of AI.

AI’s requirements

At the same conference, Pure Storage’s chief technology officer Rob Lee shares the IT infrastructure (particularly from storage and computing) requirements for AI.

The first is performance. He explains that AI is a game of “who can collect the most data, feed it into graphics processing units (GPUs) the fastest [for analysis], and repeat the process the most”. Therefore, the infrastructure must enable AI to perform all those tasks efficiently and across different data types such as text, images and video.

https://www.theedgesingapore.com/digitaledge/focus/flash-storage-key-effective-and-sustainable-ai

Posted by Goldberg > 2 months ago | Report Abuse

Data Storage


WHAT IS FLASH STORAGE?

SSD vs. HDD

Flash Storage in the data center
The future of Flash Storage

Flash storage is a data storage technology based on high-speed, electrically programmable memory. The speed of flash storage is how got its name: It writes data and performs random I/O operations in a flash.

Flash storage uses a type of nonvolatile memory called flash memory. Nonvolatile memory doesn’t require power to maintain the integrity of stored data, so even if your power goes out, you don’t lose your data. In other words, nonvolatile memory won’t “forget” the data it has stored when the disk is turned off.

Flash storage uses memory cells to store data. Cells with previously written data must be erased before new data can be written. Flash storage can also come in several forms, from simple USB sticks to enterprise all-flash arrays.

SSD VS. HDD
Because it uses integrated circuit technology, flash storage is a solid-state technology, meaning it has no moving parts. When flash technology is used for enterprise storage, the term flash drive or flash array is often used interchangeably with solid-state drive (SSD).

SSD technology contrasts with hard disk drive (HDD) technology—the other major type of computer storage, which has been in place since the 1950s. In contrast to SSDs, HDD storage relies on spinning disks, motors, and read/write heads, using magnetism to store data on a rotating platter.

FLASH STORAGE IN THE DATA CENTER

Flash storage offers unique benefits to enterprises that are grappling with exploding data volumes and slow, unpredictable data access. As all-flash storage solutions become increasingly affordable relative to spinning disk, enterprises can now realize flash benefits at scale, including: 

Accelerated application performance. This is often the first benefit that people think of when they think of flash. With 20x the performance of HDD technology, flash can accelerate common enterprise applications, such as Oracle Database, MS-SQL, SAP, and VDI, as well as big data analytics.

THE FUTURE OF FLASH STORAGE

Historically, SSDs have been designed to fit in the same I/O interface as a hard disk drive (HDD), such as the SATA and the SAS interface, to connect to the host computer. Although most SSDs today use 3D TLC NAND-based flash memory, rapid developments in Non-volatile Memory Express (NVMe), NVMe over Fabrics (NVMe-oF), and storage-class memory (SCM) technologies offer tremendous potential in the data center.

NVMe is an interface protocol for accessing flash storage via a PCI Express (PCIe) bus. Unlike traditional all-flash architectures, which are limited to a single, serial command queue, NVMe supports tens of thousands of parallel queues, each with the ability to support tens of thousands of concurrent commands.

NVMe-oF is a host-side interface into storage systems that extends many of the relevant NVMe capabilities over a remote direct memory access (RDMA) or Fibre Channel fabric. With NVMe-oF, it is possible to scale out to large numbers of NVMe devices, even over distances.

SCM, also known as persistent memory (PMEM), is a new type of media technology that is blurring the line between memory and storage because it can be used as either. Examples of SCM include Intel’s 3D XPoint and Samsung’s Z-NAND media.

https://www.netapp.com/data-storage/what-is-flash-storage/

Posted by calvintaneng > 2 months ago | Report Abuse

Seagate pushes back against SSD dominance claims
By Chris Mellor -May 1, 2024

HDD maker Seagate wants us to understand three truths about the myth of SSDs replacing disk drives: SSD prices will not match spinning disk prices, SSD fab capacity won’t match HDD fab capacity, and SSDs are a bad fit for nearline disk workloads.

The points are made in Seagate presentation deck that is effectively a response to Pure Storage CEO Charlie Giancarlo’s assertion that “there won’t be any new disk systems sold in five years,” meaning by the end of 2028. In other words, disk and hybrid array customers could still be buying disk drives after that to replenish existing HDD storage but new storage systems will be flash-based.

We note that Pure is not a commercial SSD supplier, buying in raw NAND chips and building its own Direct Flash Module (DFM) drives. SSD suppliers and NAND manufacturers are not supporting Pure Storage in its claims, at least not publicly.

The disk drive manufacturers – Western Digital, Toshiba and Seagate – think this is wrong. Although SSDs are replacing disk drives in notebooks and desktop computers and also in the enterprise 10.2K 2.5-inch market, they are not replacing high-capacity, 7,200 rpm nearline drives in the enterprise and hyperscaler markets. That’s because the total cost of ownership of SSDs is significantly higher than that of HDDs and will remain so.

Seagate’s pitch deck explains why they think this is true. It identifies three claims:

SSD pricing will soon match the pricing of disk drives
NAND supply can increase to replace all disk drive exabytes
Only all-flash arrays (AFAs) can meet modern enterprise workload performance needs
The Seagate slide deck then rebuts each argument.

Price point
Seagate believes that disk drives will retain a greater than 6:1 $/TB advantage over SSDs through to 2027. The average for the period is 6.6:1, with dips below that happening, but the price differential then recovering.

This is based on its analysis and three reports:

Forward Insights Q323 SSD Insights, August 2023
IDC Worldwide Hard Disk Drive Forecast 2022-2027, April 2023, Doc. #US50568323,
TrendFocus SDAS Long-Term Forecast, August 2023
Partly this is based on Seagate extrapolating disk capacity growth, and that depends upon the HDD makers being able to increase areal density. Equally it depends upon NAND suppliers increasing 3D NAND layer counts and manufacturing capacity. Here’s the chart from Seagate’s deck:

The TCO of HDDs and SSDs is composed of acquisition costs and then running costs, basically meaning power for operation and cooling, and other minor costs. Seagate asserts that SSD TCO is greater than HDD in $/TB terms over the product’s lifetime, saying the disk “price advantage is magnified at scale, where device acquisition cost is by far the most significant element of TCO.”

NAND manufacturing capacity
A NAND fab costs a great deal of money. For example, a coming SK hynix M15X DRAM fab in Korea will cost ₩5.3 trillion ($3.86 billion) and be ready in November 2025. There were 333 EB of NAND manufactured in 2023. TrendForce and IDC analyses predict that 3,686 EB of combined NAND and HDD capacity will be needed in 2027. The NAND industry could build 963 EB of that with HDDs contributing 2,723 EB.

Were that disk contribution to be replaced by NAND, the projected cost would be $206 billion, and Seagate says this makes SSD replacement of HDDs cost-prohibitive, as its chart indicates:

See full message by Seagate

https://blocksandfiles.com/2024/05/01/seagate-is-flash-killing-the-hard-drive-no/#:~:text=HDD%20maker%20Seagate%20wants%20us,fit%20for%20nearline%20disk%20workloads.

seagate

SHARE PRICE UPTRENDING\

https://www.google.com/search?q=SEAGATE+PRICE+CHART&oq=SEAGATE+PRICE+CHART&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIICAEQABgWGB4yCAgCEAAYFhgeMg0IAxAAGIYDGIAEGIoFMgoIBBAAGIAEGKIEMgoIBRAAGIAEGKIEMgoIBhAAGIAEGKIEMgoIBxAAGIAEGKIEMgoICBAAGIAEGKIE0gEJMTA3NDhqMGo0qAIAsAIB&sourceid=chrome&ie=UTF-8

Posted by calvintaneng > 1 month ago | Report Abuse

AFTER GREAT SUCCESS IN VSTEC - JCY & NOTION ARE TWO CHUN CHUN BUY CALLS OF CALVIN TAN

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-09-story-h-159761067-AFTER_GREAT_SUCCESS_IN_VSTEC_JCY_NOTION_ARE_TWO_CHUN_CHUN_BUY_CALLS_OF_

1 minute ago



calvintaneng

VSTEC (5162) A MONOPOLY ON THE INTERNET ECONOMY & E-COMMERCE PLUS HIGH DIVIDENDS , Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

VSTEC IS LOCAL WHY JCY, NOTION & DUFU ARE GLOBAL!!