
Kioxia, StorOne, Phison And Marvell Deliver Storage And Memory For AI
AI Data Growth
Artificial Intelligence training and inference are a major factor in increasing digital storage and memory demand growth. According to a recent announcement from the Dell'Oro Group, the AI expansion cycle led to a 62% year over year growth in Q1 2025 in telecommunications, security, networks and data center industries, including memory and storage. Let's look at some recent storage announcements to support AI workloads from Kioxia, StorOne and Phison and Marvell Technologies.
Kioxia recently announced its single port CD9P Series PCIe 5.0 NVMe 2.0 SSDs built with the company's 8thgeneration BiCS Flash TLC-based 3D flash memories (with 330 layers--?). These products also incorporate the company's CMOS directly Bonded to Array technology to boost power efficiency, performance, and storage density. Images of the product family are shown below.
Kioxia CD9P SSD Product Family
According to Kioxia, the CD9P Series is purpose-built for these next-generation environments, delivering the speed and responsiveness required by AI, machine learning, and high-performance computing (HPC) workloads to ensure GPUs stay fed with data and operating at maximum efficiency. The product is available in EDSFF E3.S form factor with 1.6-30.72 TB capacities and 2.5-inch U.2 form factor with 1.6-61.44TB capacities.
The CD9P Series 15.36 TB model delivers approximately 60% and 45% improvements in sequential read and write speeds per watt, respectively, compared to the previous generation Kioxia SSD. It also achieves gains of approximately 55% and 100% in random read and write performance per watt, measured in thousands of IOPS (KIOPS), respectively. The product is being sampled to select customers and was on display at the on-going HPE Discover Las Vegas event. The table below gives more details on this model's performance with different workflows.
CD9P Performance versus Workloads
StorOne unveiled its ONEai, Automated AI Solution Optimized for Enterprise Data Storage in partnership with SSD company, Phison Electronics. StorONE integrated Phison's aiDAPTIV+ AI capabilities into the StorONE enterprise storage system to accelerate AI deployment and deliver domain specific responses on the stored data for end users.
The Prompt: Get the week's biggest AI news on the buzziest companies and boldest breakthroughs, in your inbox.You're Subscribed!
You're Subscribed!
According to StorOne, ONEai leverages AI GPU and memory optimization, intelligent data placement and built-in support for LLM inferencing and fine-tuning directly within the storage framework, offering an efficient, AI-integrated system with minimal setup complexity. With ONEai, users benefit from reduced power, operational and hardware costs, enhanced GPU performance and on-premises LLM training and inferencing on proprietary organizational data.
Marvell Technology, Inc. announced that it has expanded its custom technology platform with the launch of a 2nm custom Static Random Access Memory (SRAM), designed to boost the performance of custom XPUs and devices powering cloud data centers and AI clusters. It also introduced its Package Integrated Voltage Regulator (PIVR) power solutions, which it says enable hyperscalers to enhance the performance, efficiency and return on investment (ROI) of AI and cloud infrastructure.
This custom SRAM delivers up to 6 gigabits of high-speed memory. Marvell said that it had previously introduced its CXL technology for integration into custom silicon to add terabytes of memory and supplemental compute capacity to cloud servers and unveiled custom HBM technology that increases memory capacity by up to 33% while reducing the space and power required for dense high-bandwidth memory (HBM) stacks inside XPUs.
AI drives storage and memory demand. Kioxia, StorOne, Phison and Marvell Technologies announced digital storage and memory applications to support diverse AI workloads.

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
8 minutes ago
- Yahoo
NOW Expands AI Adoption: Can Subscription Growth Accelerate Further?
ServiceNow NOW is expanding the use of AI-powered workflows across industries to support customer growth and boost subscription revenues. NOW has been adding generative AI features across its key products to help enterprises automate services, follow compliance rules and improve Assist continues to gain traction across the platform. It is being used to accelerate case resolution, streamline service requests and enable intelligent self-service across IT, employee and customer workflows. The Pro Plus tier packages these capabilities into prebuilt modules, while RaptorDB enhances performance with higher throughput and faster analytics. These offerings contributed to 72 transactions of more than $1 million in net new Annual Contract Value in the first quarter of 2025, reflecting strong enterprise demand for AI-native is benefiting from an expanding partner base as adoption expands across enterprise customers. Vodafone is implementing ServiceNow's AI stack to modernize global service operations, while Aptiv is co-developing workflow solutions across industrial and automotive environments. Collaboration with Devoteam is supporting CRM transformation across Europe and the Middle East, helping enterprises digitize engagement at launch of the Singapore Protected Platform (SPP-SG) adds a sovereign AI cloud offering tailored to regulated sectors. Built on Microsoft Azure and compliant with Multi-Tier Cloud Security Level 3 standards, SPP-SG enables government agencies to adopt AI workflows with in-country data residency. ServiceNow faces growing competition from Salesforce CRM and BBAI, both of which are expanding their AI capabilities and platform reach across enterprise and public sector is advancing its AI strategy with Einstein Copilot, a generative AI assistant embedded across sales, service and support workflows. The assistant helps automate case resolutions, generate summaries and streamline CRM interactions, directly overlapping with ServiceNow's Now Assist, Pro Plus and customer service offerings. Salesforce's strong client base in front-office automation makes it a key competitor in AI-powered enterprise is focused on AI-driven decision intelligence and autonomous workflows, particularly in public sector and regulated environments. The company delivers mission-critical analytics and AI orchestration for defense, logistics and national security operations. As ServiceNow expands sovereign cloud offerings like SPP-SG, footprint in public workflows positions it as a direct challenger in government-focused AI deployment. ServiceNow's shares have declined 7.5% year to date, while the broader Zacks Computer & Technology sector has increased 0.9% and the Computer-IT services industry has plunged 10.5%. Image Source: Zacks Investment Research ServiceNow stock is trading at a premium, with a forward 12-month Price/Sales of 14.34X compared with the industry's 18.47X. NOW has a Value Score of F. Image Source: Zacks Investment Research The Zacks Consensus Estimate for ServiceNow's second-quarter 2025 earnings is pegged at $3.53 per share, unchanged over the past 30 days, indicating 12.78% year-over-year growth. ServiceNow, Inc. price-consensus-chart | ServiceNow, Inc. Quote The consensus mark for NOW's 2025 earnings is pegged at $16.51 per share, which has remained unchanged over the past 30 days. The figure indicates an 18.61% increase year over currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rak (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Salesforce Inc. (CRM) : Free Stock Analysis Report ServiceNow, Inc. (NOW) : Free Stock Analysis Report Holdings, Inc. (BBAI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
8 minutes ago
- Yahoo
PANW's Prisma AIRS: Does it Give an Edge in AI Model Security?
Palo Alto Networks PANW is doubling down on artificial intelligence (AI) model security at just the right time. With enterprises racing to adopt AI, the risks tied to unsecured models, like data leaks or tampering, are becoming serious challenges. That's where Prisma AI-Ready Security (Prisma AIRS), launched in April 2025, comes in handy. The tool aims to protect AI models from build to deployment, offering visibility, control, and safeguards across hybrid and multi-cloud Alto Networks has integrated Prisma AIRS into its Prisma Cloud platform, positioning AI model security as part of overall cloud protection, rather than a separate, complex layer. Given that traditional security tools often miss AI-specific threats, this move feels both timely and the third quarter of fiscal 2025, management emphasised rising customer demand for securing AI deployments. Palo Alto Networks is already using more than 35 AI models across multiple products, each requiring constant scanning and protection. The management explained that these AI artifacts need to be discovered, tested, and safeguarded, which is precisely what Prisma AIRS is built to do. Prisma AIRS also extends Palo Alto Networks' existing capabilities in posture management and runtime security, and will add security for AI agents in the future. The pending acquisition of Protect AI is likely to further bolster Prisma AIRS' capabilities. The company intends to integrate Protect AI's capabilities into its Prisma AIRS platform to provide comprehensive AI security across the entire AI development weeks after launch, Prisma AIRS has already built an eight-figure sales pipeline. With AI infrastructure spending projected to exceed $300 billion in the next 12 months, Palo Alto Networks sees this as a key opportunity. Prisma AIRS, supported by the planned Protect AI integration, could become a foundational element of Palo Alto Networks' platform strategy and play a key role in helping the company meet its long-term target of $15 billion in annual recurring revenues by fiscal 2030. Competitors like CrowdStrike CRWD and SentinelOne S are also gaining ground through platform expansion and AI innovation. CrowdStrike is positioning Charlotte AI as a key part of its competitive advantage in delivering automated and scalable cybersecurity. In the first quarter of fiscal 2026, CRWD expanded Charlotte AI's detection triage. This enables Charlotte AI to deliver autonomous expert-level triage, reasoning and response at machine speed. This is shaping Charlotte AI to be a strong differentiator for CrowdStrike in automated comparatively a small competitor, SentinelOne posted year-over-year growth of 24% in its ARR. The growth was fueled by the rising adoption of SentinelOne's AI-first Singularity platform and Purple AI. Shares of Palo Alto Networks have gained 11.8% year to date compared with the Security industry's growth of 20.3%. Image Source: Zacks Investment Research From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 12.86X, lower than the industry's average of 14.5X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for PANW's fiscal 2025 and 2026 earnings implies year-over-year growth of 15.14% and 11.12%, respectively. The estimates for fiscal 2025 and 2026 have been revised upward in the past 60 days and 30 days, respectively. Image Source: Zacks Investment Research Palo Alto Networks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SentinelOne, Inc. (S) : Free Stock Analysis Report Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
8 minutes ago
- Yahoo
3 Storage Devices Stocks to Focus on From a Prospering Industry
The Zacks Computer-Storage Devices industry players are poised for robust growth driven by accelerating digital transformation, edge computing, AI workloads and enterprise cloud adoption. The democratization of higher internal memory smartphones, faster Internet speed, and 5G will likely act as a tailwind for industry participants. As cyberattacks continue to increase in frequency, the demand for end-to-end encryption will also drive growth in secure storage solutions. These factors propel the demand for sophisticated data storage solutions, bolstering computer storage product requirements. These factors are favorable for prominent industry players like Western Digital Corporation WDC, NetApp, Inc. NTAP and Teradata Corporation TDC. Nonetheless, escalating trade tensions, especially with China, global macroeconomic turbulence, along with volatile supply chain dynamics and associated inflation, remain headwinds. Industry Description The Zacks Computer-Storage Devices industry houses companies that design, develop, manufacture and market various hard disk drives (HDDs) and solid-state drives (SSDs). These drives are utilized in PCs, laptops, mobiles, servers, network-attached storage devices, video game consoles, digital video recorders and other consumer electronic devices. Some industry participants, including Pure Storage, provide software-defined all-flash solutions that are uniquely fast and cloud-capable for customers. Many industry players offer high-performance modular memory subsystems, mount and blade server systems, enterprise storage and data management software, and hardware products and services. Some industry participants also provide purpose-built servers for storing and accessing data over a shared network or the Internet. 4 Trends Shaping the Computer-Storage Industry's Future AI's Impact on Storage Devices Industry: Rapid proliferation of AI is overhauling the entire tech landscape. AI workloads like training large language models and running inference are driving demand for high-speed, high-capacity and low latency storage solutions. Traditional storage architectures are insufficient for the data throughput required by AI applications, prompting a transition toward NVMe-based SSDs (PCIe Gen 4/5/6), software-defined storage and storage class memory. Object storage is best suited for storing unstructured data, a common prerequisite for AI workloads. Other fast-emerging solutions include Parallel File Systems Optimized for AI and QLC NAND SSDs for AI Data Lakes. Innovation in Cloud Storage Technologies to Drive Adoption: Broader storage options from collocated hardware (such as hard disks and tape drives) to many cloud storage solutions have put the industry on a growth trajectory. Industry players are well-poised for growth, owing to a rapid increase in data, the complexity of data formats, and the need to scale resources at regular intervals. These companies rely on AI for IT Operations (AIOps) and machine learning to manage and optimize storage solutions. To streamline data storage, companies are relying on virtualization technologies. As more data is added from IoT, companies are turning to edge computing architecture to reduce latency and boost flexibility. Kubernetes storage is becoming increasingly popular as it facilitates greater agility and scalability. This has bolstered the deployment of high-capacity mass storage products, which is a positive for industry players. Increases in IT Spending Bode Well, but Macro Conditions Remain Concerns: Escalating trade tensions and tariffs are emerging as a key concern. These are weighing heavily on global macroeconomic conditions and can disrupt supply chain dynamics. Uncertainty in the macro backdrop and inflationary pressure could affect spending across small and medium-sized businesses globally. The uncertainty in business visibility could dent the industry's performance in the near term. However, optimism surrounding higher IT spending bodes well. Per a report from Gartner, worldwide IT spending is now projected to reach $5.61 trillion in 2025, indicating an increase of 9.8% from 2024 levels. The Devices segment is expected to grow 10.4% in 2025, mainly due to generative AI hardware upgrades, according to the report. Uncertainty Around PC Shipments: Worldwide PC shipments were up 4.9% year over year in the first quarter of 2025, per an IDC report. The research firm noted that the demand has witnessed a 'pull-in in the first quarter' owing to expectations of tariffs. However, IDC highlighted that the new tariffs could have a direct inflationary impact on the PC market. This could delay IT spending across the industry. The global recession also remains concerning despite the presence of tailwinds like demand for on-device AI PCs and installed base upgrades ahead of Windows 10 end of support, added the firm. Zacks Industry Rank Indicates Bright Prospects The Zacks Computer Storage is housed within the broader Zacks Computer and Technology Sector. It carries a Zacks Industry Rank #41, which places it in the top 17% of more than 244 Zacks industries. The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to we present a few stocks that you may want to consider for your portfolio, considering bright prospects, let us look at the industry's recent stock-market performance and valuation picture. Industry Underperforms S&P 500 and the Sector The Zacks Computer-Storage Devices industry has underperformed the S&P 500 composite and the broader sector in the past year. The industry has plummeted 32.4% in this period compared with the S&P 500's gain of 9.7%. The broader sector has gained 7.6% in the same time frame. One-Year Price Performance Industry's Current Valuation On the basis of forward 12-month P/E (or Price/Earnings), which is a commonly used multiple for valuing computer storage devices companies, we see that the industry is currently trading at 19.46X compared with the S&P 500's 21.89X. This is below the sector's forward 12-month P/E of 26.2X. In the past five years, the industry has traded as high as 194.54X and as low as 10.3X, with the median being 17.55X, as the charts below indicate. Forward 12-Month Price-to-Earnings (P/E) Ratio Forward 12-Month P/E Ratio3 Computer-Storage Devices to Add to Watchlist Western Digital: Headquartered in San Jose, CA, WDC is a leading developer and manufacturer of data storage devices and solutions based on NAND flash and hard disk drive technologies. Western Digital is gaining strength across its Cloud end-market amid ongoing geopolitical and macro turmoil. Despite the broader economic uncertainty, demand from its hyperscale customers remains strong amid supply constraints. To address these challenges, management is forming teams to reduce disruptions and planning long-term supply chain changes to stay flexible and strong. Rising AI uptake is likely to boost storage demand for both HDD and Flash, creating opportunities. It is working closely with two hyperscale customers on HAMR technology and has secured long-term deals through mid-2026. Strong data center demand is likely to drive sales in the fiscal fourth quarter. However, it expects slight sequential operating expense growth to $330-$340 million, driven by variable pay, key hires and higher R&D investment stemming from the SanDisk separation. Currently, WDC sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for fiscal 2025 earnings has remained unchanged at $4.73 per share in the past seven days. The stock has plummeted 21.5% in the past year. Price and Consensus: WDC Teradata: TDC is a leading provider of connected multi-cloud data platforms. It has evolved from an enterprise database company to an enterprise analytics platform provider. TDC's AI and hybrid cloud innovations bode well. The recently launched Enterprise Vector Store, integrated with NVIDIA's NeMo Retriever, supports agentic AI and retrieval-augmented generation applications. TDC's advanced AI solutions, particularly in Customer Experience AI, are in high demand as businesses prioritize data-driven insights. Moreover, Teradata has established partnerships with the top three global public cloud service providers: AWS, Microsoft Azure and Google Cloud. These partnerships are helping Teradata to provide companies around the globe access to its VantageCloud. In May 2025, Teradata partnered with Fivetran to automate data pipelines from more than 700 sources into VantageCloud. This will aid in reducing data migration costs, streamline operations and boost business insights. Currently, TDC carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for 2025 earnings has remained at $2.16 per share in the past seven days. The stock has declined 37.4% in the past year. Price and Consensus: TDC NetApp: Headquartered in San Jose, CA, NetApp is a leading provider of enterprise storage, data management software, and hardware products and services. NetApp is witnessing higher demand from customers for its portfolio of modern all-flash arrays, especially the C-series capacity flash and ASA block-optimized flash. The new all-flash A-series is also picking up momentum. These enterprise storage products will allow users to boost workloads, including traditional enterprise applications and Gen AI. The company expects the new AFF A-series, along with its C-series and ASA products, to capture further share in the all-flash market. Strength in Keystone-as-a-service offering is aiding its RPO. Solid momentum in hyperscaler first-party and marketplace storage services has been driving revenues from the Public Cloud. Demand for AI solutions remains strong, with five-fold year-over-year growth for AI business reported in the fiscal fourth quarter of 2025. Management remains wary as it initiated the fiscal 2026 outlook. It highlighted mixed signals for the global macroeconomic outlook, reflecting a slowdown in growth, lingering inflation concerns and a significantly higher uncertainty. It expects increases in spending caution and ongoing friction in the U.S. Public Sector and the EMEA. Fiscal 2026 revenues are forecast to be $6.625-$6.875 billion, up 3% year over year at the mid-point. Currently, NTAP carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for fiscal 2026 earnings stood at $7.72 per share, up 1 cent in the past seven days. The stock is down 18.3% in the past year. Price and Consensus: NTAP Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Western Digital Corporation (WDC) : Free Stock Analysis Report NetApp, Inc. (NTAP) : Free Stock Analysis Report Teradata Corporation (TDC) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research