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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