At the FMS 2026 Conference, discussions centered on the AI supercycle and its impact on the IT industry, particularly through HBM and DRAM shortages. Innovations like KV cache offload and MRAM advancements were also highlighted. Despite rising prices, demand for memory remains high, especially for AI applications.

176: GreyBeards talk recent news at Future of Memory & Storage Conference with Jim Handy, Objective Analysis

Grey Beards on Systems

Hey everybody, Ray Lucchesi here. Jason Collier here. Welcome to another sponsored episode of the Grey Beards on Systems, a show where we get Grey Beards bloggers together with storage assistant vendors to discuss upcoming products, technologies and trends affecting the data center today.

We have with us today Jim Handy, Analyst with Objective Analysis, focused on SSD and memory tech. Jim's been on our show many times before and has been our go-to guy in SSD and memory tech forever. We were both at the FMS conference last week in Santa Clara.

So Jim, the keynotes had a lot on AI inference, how AI inference is driving generational changes to memory and storage hardware. And it was an interesting session on the AI's super cycle impact to supply chains, but I must have missed a bunch. What did you see of interest at the show? Well Ray, thanks for having me on first of all, but the things that were most interested to me was just watching the keynotes.

As far as the presentations that happen in multiple tracks at the same time, there were just an awful lot of them. And it was hard to demonstrate which ones I wanted to go to. Right, right, right. Yeah. Well, the keynotes were pretty informative as they were. I mean, God, I saw a lot about how AI is changing the world.

Yeah. I didn't see an awful lot of new product introduction stuff, but mostly just people talking about AI and what they're going to be doing with it. Yeah. Probably the most significant thing was SanDisk and SK hynix both talking about their high bandwidth flash. Right, right, right. Well, yeah.

176: GreyBeards talk recent news at Future of Memory & Storage Conference with Jim Handy, Objective Analysis

Read the full transcript

The candid version is on a podcast,
not the earnings call.

176: GreyBeards talk recent news at Future of Memory & Storage Conference with Jim Handy, Objective Analysis

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.