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
I enjoyed reading the article by dmitrywashere.
This made me think about banking. Banks often make infrastructure decisions 12 to 24 months in advance, which means a shift in NAND or DRAM pricing can hit long after budgets and plans are already locked.
That is what makes this more than a cost-per-terabyte conversation. It is about preserving flexibility when market conditions change.
For financial services, that is where Evergreen//One gets interesting. Are others seeing customers place more value on flexibility and predictability as the economics around infrastructure continue to shift?
