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Storage news ticker 24 Sep Data security company Cyera announced a $400 million extension from Growth Equity at Goldman Sachs Alternatives to its Series G, led by Evolution Equity, accelerating the company's mission to build a unified platform that governs access for every human, machine, and AI agent across the enterprise. The new investment will continue to support new capabilities across Cyera's AI Security product roadmap. It will also fuel deeper expansion in the federal market and continued international growth across EMEA and APAC, where enterprise demand for agent oversight is growing rapidly. … Everpure has joined the S&P 500, the stock market index tracking list of the leading 500 US listed at number 282. The included companies are selected by a committee. It covers approximately 80% of available market capitalization. Storage companies in the list include Micron (no 10), Oracle (23), Dell (33), Sandisk (44), Seagate (58), WD (73), Datadog (130), HPE (146), NetApp (24), Supermicro (328), and Gartner (477). … Everpure provided “head-turning fiscal 2028 guidance” at a financial analysts' session, according to William Blair analyst Jason Ader. It provided “preliminary fiscal 2028 outlook of $7.15 billion in revenue (versus current consensus of $6.5 billion and representing 42% year-over-year growth) and $1.8 billion in operating income (versus current consensus of $1.4 billion and representing 25% margin) at the midpoints, respectively.“ “In our view, the most important takeaway from the event was management’s belief that Everpure has reached a fundamental inflection point in its growth trajectory. Management highlighted 8 consecutive quarters of accelerating revenue growth and 12 consecutive years of enterprise storage share gains, arguing that the current acceleration reflects structural improvements in the business rather than cyclical tailwinds.” “it expects “new revenue” categories, consisting of modern data software (Portworx for Kubernetes data management, Pure Protect for backup and cyber recovery, Everpure Cloud for hybrid- and multi-cloud data mobility, Data Intelligence from 1Touch, and Data Stream), scale AI (FlashBlade//EXA for neoclouds), and hyperscale solutions (DFM technology for hyperscalers), to represent roughly 20% of total revenue by fiscal 2030.” … Semiconductor memory IP developer Netlist’s legal artillery is now targeting Micron. It announced the United States International Trade Commission (ITC) has instituted an investigation, ITC Inv. No. 337-TA-1523, into Micron, Supermicro, HPE, and Lenovo (collectively, "Respondents") pursuant to Netlist’s complaint filed on August 11, 2026. The ITC will determine over the course of the investigation whether Micron memory products should be banned from importation into the United States for infringing four Netlist patents. It will investigate whether the Respondents infringe Netlist's U.S. Patent Nos. 10,025,731, 10,217,523, 12,373,366 and 12,675,407. These patents apply to DDR5 RDIMMs and/or MRDIMMs. Netlist is seeking exclusion and cease and desist orders to stop importation of the infringing products into the United States by each of the Respondents - or licensing of course. C.K. Hong, Netlist's Chief Executive Officer, said, “We are pleased with the ITC’s decision to institute this investigation. The Samsung agreement established an important industry benchmark for the value of our IP. We intend to continue our enforcement efforts against unauthorized users such as Micron.” … NodeWeaver runs bare-metal nanoclouds anywhere — from a single device on a wind turbine to thousands of nodes across a retail fleet. It turns any x86 hardware into a self-managing edge cloud — combining compute, storage, networking, and fleet-wide control in a single, autonomous system. In the category of Edge AI, andMCP being the new rest API, and in the category of conversational infrastructure administration, you can tell it to "give me an Ubuntu vm with 8 GB RAM, a non-persistent 40 GB drive and a single NIC connected to my dhcp network, and it just does it without ever touching an api or the UI. Check it out here. We’’re told you could layer in context capabilities and it can reach in to the application stack on the VM as well. Likewise, it can talk to the MCP running in the OS on any cluster any where. Could be "do this on node XYZ in Cleveland ", and since it is an MCP, you can do it from any LLM you like (frontier, local, etc). [Note. This is an instance of Project NOMAD, running on NodeWeaver as a set of Docker containers that contain a full copy of Wikipedia, full copy of the Khan Academy k-12 and university cousework, full copy of the Sikana practical learning coursework, full copy of global maps down to the street level, full copy of the CyberChef tool set, Full copy of the Project Gutenberg everything library and quite a bit more, all vector embedded via Ollama talking to the OpenAI API endpoint set by containers running vLLM using Qwen 3.8-27B, residing on a NodeWeaver node with a pair of AMD Radeon R9700 AI Pro cards running with ROCm. ] … Perforce announced the launch of AI-powered Delphix Synthetic Data to provide secure, high-quality realistic data for software development and testing teams. Developers and AI agents can generate realistic scenario-specific data through a natural-language prompt interface in seconds. Learn more here. … VAST Data tech wizard Glenn Lockwood has written a great blog about what’s actually involved in KV caching. Read it here. … VergeIO, which supplies the VergeOS private cloud OS, has appointed Parag Patel as CEO. He succeeds Yan Ness, who will remain on the Board, as the company enters its next phase of growth. Nes said: “Parag joins VergeIO at exactly the moment when what we've built stops being an alternative to what came before and starts being the answer to what comes next,” Patel said: “We are in the midst of a breathtaking data center renaissance. Every company rebuilding its data center for the AI era is discovering the same thing: you can't bolt AI-readiness onto an infrastructure stack that's already complicated. VergeOS's whole premise is that simplicity, savings, and service aren't trade-offs against capability — they're what makes a company ready for what's coming. We are building the software substrate that will enable this transformation.” Patel spent 14 years at VMware, finishing as VP w-w Sales, Hyperconverged Software. …
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