Teamgroup just launched a PCIe 6.0 SSD that reaches 28GB/s but you definitely won't be able to use it on your desktop PC.
THE SO WHAT
Storage is quietly becoming an AI bottleneck—28GB/s PCIe 6.0 SSDs aimed at AI workloads tell you where the next round of system design pain will show up. If you're speccing AI infra, stop over-optimizing GPUs in isolation and model end-to-end throughput from disk to accelerator.
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Applied AINvidia and SK Hynix signed a multi-year pact to develop next-gen memory tailored for Nvidia's AI infrastructure roadmap, including for Vera Rubin (Yoolim Lee/Bloomberg)
Memory is now co-designed with the model roadmap — Nvidia locking in SK Hynix for future AI-specific DRAM/HBM means performance and cost advantages will be baked into their stack, not available on the open market. If you're betting on alternative accelerators, assume a widening memory ecosystem gap you’ll have to close yourself.
Applied AINvidia says South Korea's Naver will use its technology to build AI factories at "gigawatt scale" to meet rising global demand for AI services and physical AI (Heekyong Yang/Reuters)
Gigawatt-scale 'AI factories' mean AI buildout is now constrained by national power policy and grid build, not just cloud contracts. If your AI roadmap assumes elastic capacity, start modeling around where the next gigawatt campuses land — geography, latency, and power pricing are about to be product features.
In the AI gold rush, everyone is selling the same shovels
When OpenAI, Anthropic, Canva, Cursor, and niche tools all ship overlapping features, distribution and lock-in — not capability — decide who gets paid. If you're building 'AI features,' you’re already in a margin war; move up to workflow ownership, proprietary data, or vertical compliance, or expect to be bundled away.
Applied AINaver to Use Nvidia’s AI Models in Bid to Cement Lead in Korea
Naver just traded some model sovereignty for speed and scale — anchoring on Nvidia’s stack to lock in domestic AI share before global assistants fully localize to Korea. If you’re a regional platform, the window to differentiate on home-field data and language is closing fast as hyperscaler-grade models become turnkey.