Desalle’s Substack

Desalle’s Substack

Share this post

Desalle’s Substack
Desalle’s Substack
The Flashpoint of AI Infrastructure

The Flashpoint of AI Infrastructure

The Growth Protocol's avatar
The Growth Protocol
Aug 28, 2025
∙ Paid

Share this post

Desalle’s Substack
Desalle’s Substack
The Flashpoint of AI Infrastructure
Share

A niche storage pioneer just secured its first hyperscaler design win, positioning itself as the quiet backbone of tomorrow’s data economy.

Every major technological shift has its “picks and shovels.” In the age of AI, semiconductors and networking gear have taken the spotlight, but what about the data itself? AI workloads don’t just need massive compute…

Keep reading with a 7-day free trial

Subscribe to Desalle’s Substack to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Desalle Bui
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share