Supply constraints across NAND, memory, and nearline HDD have hardened sharply, with spot prices up 5 to 10x and hyperscalers described as desperate for storage capacity through 2028, directly benefiting Pure's pricing power and win rates.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 27, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.