Shared Everything

Beating the Flash Crunch With Efficiency, Not Supply

27 min · 3 jan 2026
aflevering Beating the Flash Crunch With Efficiency, Not Supply cover

Beschrijving

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 downturns. At the center is a clear reality check for anyone building AI infrastructure right now: flash has become a limiting resource, and software efficiency and architecture now determine how much usable capacity the industry really has.

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aflevering How TACC Pushed Supercomputing Toward an IO-First Architecture artwork

How TACC Pushed Supercomputing Toward an IO-First Architecture

On today's episode of the Shared Everything podcast, Nicole is live at SC25 with Dan Stanzione, Executive Director of the Texas Advanced Computing Center (TACC), for a look at why Horizon required a fundamental architectural reset. Stanzione explains how rising GPU power densities, liquid cooled 20 megawatt racks, and an increasingly irregular IO profile forced TACC to abandon long held assumptions about parallel filesystems. Years of watching billions of tiny files, unpredictable 4k and 64k reads, and metadata stalls slow entire machines led them to an all solid state tier and a VAST global namespace built for resilience, consistency, and shared access at scale. He describes how this model simplifies AI and hybrid scientific workflows, why the file system has always been the real point of failure, and how Horizon’s architecture reflects a world where IO, not FLOPS, determines what large scale science can do next.

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