Samsung just redefined AI storage. V10 BV-NAND — industry’s first 400+ layer V-NAND +58% bit density | +33% faster I/O | -25% power zNAND-O: 10x the density of DRAM for on-device AI Highlighted at GMIF2026 as the foundation for agentic AI. #Samsung# #NAND# #AI# #Semiconductors# #GMIF2026#

$WDC is down nearly 7% after Toshiba said it will invest ~$380M to double HDD capacity for AI data centers by FY2027. More Toshiba capacity means more competition for Western Digital and $STX in the same AI storage market investors have been pricing for tighter supply.

$STX -10%; $WDC -7% Toshiba plans to invest ~$380M to double HDD capacity for AI data centers by FY2027, expanding its Philippines plant. It’s targeting 65TB drives by 2030 and eventually 100TB, as tight memory supply and SSDs costing ~20x more push more AI storage demand toward HDDs.

Memory revenue is expected to jump to ~$1.5T in 2027 before barely growing to ~$1.6T in 2028 even as Micron says supply gets tighter through 2028. If cleanroom shortages keep supply constrained then those 2028 estimates look too low across $MU and $SKHY on HBM and DRAM and $SNDK on enterprise SSDs as AI storage demand keeps climbing.

Renen Hallak, CEO of @VAST_Data, on current state of AI storage demand: - An AI cloud said it needed 500 petabytes over three years. Revised it one quarter later to 2.5 exabytes - big labs moving into triple digit exabytes from tens of exabytes

Seedance 2.5 at 1080p is getting dangerously cinematic. 🎬 Ultra users now get 40% off—and everyone else still gets 30% off, too #TopviewAI# #TopviewCanvas# #AIVideo# #AIFilmmaking# #AIStorytelling#

Got a real-world AI agent story from the last 30 days? Funny, scary, useful — or the kind that still keeps you up at night. Drop it below. Bonus points if an autonomous agent nearly emptied your wallet before you finally set proper permissions with @svpchain. I want the unfiltered ones ⇣ #SVPChain# #AIAgents# #AgenticAI# #AIStories# #AutonomousAgents#

Topview Drama Studio is now live on @TopviewAIhq! 🎬 The first AI-native studio for episodic short drama. One creator. AI handles writing, directing, and production. Turn a prompt, outline, or script into fully produced episodic AI dramas. Cast, scenes, dialogue, voice & edit— the drama agent does it all. Built for the rise of mobile-first serialized storytelling. The era of the one-person studio starts now. #TopviewAI# #AIVideo# #AIStorytelling# #ShortDrama# #AIFilmmaking#

We are excited to announce an exclusive #AI# Roundtable in partnership with @e27co on April 24. We are bringing together founders and business leaders to explore how companies can turn AI experimentation into real, sustainable business impact. The future of AI isn't just about more compute; it’s about how that compute is integrated and utilized. As we explore a full-stack, vertically integrated approach. During this roundtable, we’ll dive into: 🔹Open conversations on real AI scaling challenges. 🔹Strategies on moving from experimentation to impact. 🔹Peer-to-peer learning on moving from experimentation to impact. 🔹Explore how AI Cloud platforms can simplify infrastructure and accelerate AI initiatives Don’t miss out on this exclusive discussion. Register now👉: #necloud# #enterpriseai# #AIStrategy# #AILeadership#