Shared Everything
Beating the Flash Crunch With Efficiency, Not Supply
27:12
In this episode of Shared Everything, we sit down with Jeff Denworth, co-founder of VAST Data, and Scott Shadley of Solidigm to unpack what’s actually driving the current flash supply crunch. The conversation moves from NAND physics and fab constraints to hyperscaler buying behavior and the sudden surge in AI-driven demand, explaining why this cycle is fundamentally different from past…