对 VSP One 全球客户开展的总体经济影响评估结果显示，VSP One 三年内预计可带来 150 万美元的收 益，彰显统一数据平台价值 日立集团旗下专注数据存储、基础架构与混合云管理的子公司 Hitachi Vantara 委托全球领先的独立研究 咨询公司 Forrester 开展研究。结果表明，采用 Hitachi Vantara 旗下混合云数据平台 Virtual Storage Platform One (VSP One) 的企业已实现 285% 的投资回报率 (ROI)，110万美元的净现值 (NPV)，并在短 短七个月内收回成本。该《Hitachi Vantara VSP One 总体经济影响 (TEI)》研究指出，VSP One 通过提升 运营效率、降低成本，以及支持跨混合云与本地环境的弹性扩展，创造了可量化的商业价值。 • 某律师事务所的高级基础设施架构师在研究期间的客户访谈中表示："VSP One 提供的新型阵列技术 支持逐块添加硬盘，这为灵活定价和提升经济效益带来了巨大的改善。" • 某教育机构的 IT 基础设施主管表示："过去，我们团队每周都需要花费 1-2 个小时排查存储问题，现 在 ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--Quantum today announced that the Scalar i7 RAPTOR, the industry's highest-density tape library, has achieved Veeam Ready qualification. ...

Tyler Crowe: The mortgage market gets a much-needed jolt, and Oracle has its best day since the dot-com boom. Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Tyler Crowe, joined by longtime Fools Matt Frankel and Jon Quast. Today, we're going to follow up on Oracle's blockbuster quarter that it reported after the close on Tuesday, how that impacts AI and a major milestone for ETFs that we just passed, and, of course, we're going to do some radar stocks, maybe a little couple extras, but firs ...

CHONGQING, CHINA - JULY 27: In this photo illustration, a person holds a smartphone displaying the logo of Seagate Technology Holdings PLC (NASDAQ: STX), a leading provider of data storage solutions including hard drives and solid-state drives, on July 27, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesSeagate Technology stock (NASDAQ: STX) has surged, gaining 13% over the last five trading days alone and increasing the company’s market capitalization by approximately $6 ...

CHONGQING, CHINA - JULY 27: In this photo illustration, a person holds a smartphone displaying the logo of Seagate Technology Holdings PLC (NASDAQ: STX), a leading provider of data storage solutions including hard drives and solid-state drives, on July 27, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesSeagate Technology stock (NASDAQ: STX) has surged, gaining 13% over the last five trading days alone and increasing the company’s market capitalization by approximately $6 ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Quantum Corporation (NASDAQ: QMCO ) was founded back in 1980. Within a few years, Quantum was a leader in the market for 5.25-inch hard drives, and it has continued to be a player in the hard drive andIan leads the investing group Ian's Insider Corner . Features of the group includ ...

AI推理需求快速发展，作为海量数据存储基石的Nearline HDD(近线硬盘)已出现供应短缺，促使高效 能、高成本的SSD加速取代HDD。根据Digitimes数据，目前CSP厂商的HDD短缺量约为150-180EB，乐 观预计缺口达到200EB。根据Trendforce，全球主要HDD供应商近年未规划扩产，无法满足AI的存储需 求，目前Nearline HDD交付周期已经从原本的数周延长至52周以上，加速扩大了CSP的存储缺口。HDD 供给缺口的扩大，有望加速SSD取代HDD。由于SSD与HDD价差进一步缩小至3倍左右，云厂采购成本 有望大幅改善，导入SSD的意愿有望持续提高。 受益于AI需求驱动，企业级存储价格持续看涨 NAND近期行业变化较多，中短期价格波动或较为明显。短期看，SSD供应商受益于CSP转单需求， Trendforce预计整体eSSD合约价有望季增5-10%。中长期看，冷数据向温热数据转变、SSD成本下滑， SSD份额有望逐步提升。DRAM方面，AI需求持续催化，RDIMM价格持续攀升。根据CFM数据，9月 16日SSD512GB PCIe4.0行业价格为35.5美元，周度上涨6.93% ...

评级调整 - Maxim Group将Data Storage Corporation评级从买入下调至持有 因管理层出售CloudFirst子公司后新战略方向缺乏可见性 [1] 资产处置情况 - 公司于9月11日完成CloudFirst向私募股权支持收购方的出售 获得净收益约2400万美元 [2] - 管理层计划将85%收益用于要约收购 剩余资金用于AI驱动软件、GPU技术或网络安全领域的收购投资 [2] 财务影响 - 出售后公司剩余VoIP业务年收入约120万美元 [2] - CloudFirst原为公司主要收入来源 2025及2026年财务预测因该业务剥离被下调 [3] 战略不确定性 - 未来收购时间表及业务转型进程存在不确定性 [3]

Using the exchange-traded fund SPDR S&P 500 ETF Trust (SPY) as a proxy, the S&P 500 has rallied more than 31% since its bottom in April. That 31% figure is important because it signals bullishness ahead. Undefeated Buy Signal At my company MoneyFlows, we’ve long thought the market’s action in 2025 nearly mirrored what happened in 2020 during the COVID pandemic. In 2020, forced selling based on panic caused an immense buying opportunity. We told anyone who would listen to buy. Once markets rose soon afte ...

Demand for Seagate's offerings continues to be strong. In its recent earnings call, management highlighted that the company's build-to-order pipeline (pre-booked customer orders, but produced as needed) for nearline hard drives (high-capacity hard disk drives designed for infrequently accessed enterprise data and used mainly in data centers) is already booked through mid-2026, with visibility extending into the second half of 2026. This kind of demand visibility shows that hyperscale customers are locking i ...