PSTG
NYSE · Technology · Computer Hardware · US
Research · Sep 7, 2026
Nvidia's 15% AI Server Price Hike Splits the Memory Bill
Nvidia told customers AI server prices rise over 15% from early 2027, splitting distributors that book memory cost as revenue from vendors that eat it.
Research · Sep 3, 2026
[PSTG] Pure Storage Thesis 2026: AI Training Demand Reshapes the Storage Addressable Market
Pure Storage crossed $3B in revenue in FY2025 with subscription ARR of $1.73B growing at 21%, re-accelerating as FlashBlade//S wins in AI training infrastructure drove above-plan new business. The Evergreen//One as-a-service model is gaining traction with AI operators preferring OpEx over CapEx, building recurring revenue at the cost of near-term FCF margin. The FY2026 thesis test is whether AI infrastructure demand proves durable and whether margin expands toward 20% as the ARR base scales.
Research · Aug 25, 2026
Nvidia AI Server Price Hike Pushes Memory Costs Down the Chain
Nvidia has told customers AI server prices rise more than 15% on systems shipping from early 2027, moving memory inflation into list prices.