FMS 2026: AI Moving Boundaries Between Memory & Storage
The recent FMS 2026 conference in Santa Clara, once organized around flash storage, now functions as an AI memory-and-data-infrastructure conference, confirming a shift that has been building over several product cycles. It’s no wonder the event changed its name from “Flash Memory Summit” to “Future of Memory and Storage.”
Research Note: Marvell to Acquire Silicon Photonics Player Celestial AI
Marvell Technology recently announced a definitive agreement to acquire Celestial AI for $3.25 billion in upfront consideration ($1 billion cash plus $2.25 billion in stock), with potential earnout payments of up to an additional $2.25 billion based on revenue milestones through fiscal 2029.