The Idea That Was Supposed to Fail
Why DirectFlash and Evergreen//One suddenly look a lot smarter in a world of NAND and DRAM price shocks
Dmitry Gorbatov
Mar 20, 2026
Important Note for my readers: Writing this piece too...
Forum Discussion
Another great piece dmitrywashere. The part about decisions made for futures that haven't arrived is going to stick with me.
You already know how this plays out for our pubsec folks. Agency money gets locked a year out. They quote a project, funds get appropriated, and pricing has moved by the time the award lands. There's no going back to a legislature mid-year to explain DRAM. Who carries that risk can decide whether the project happens at all.
Which is where Evergreen//One gets even more compelling. Keep moving forward without a forklift, and less volatility on the agency. Is that still coming up a lot in your conversations?
