AI has driven a surge in demand for high-performance environments, tightening supply and pushing costs of key components up significantly.
Organizations are evaluating their options. Ultimately, they can extend warranties and risk outages; downgrade to disk raising long-term operating costs; or rethink the way they buy and consume infrastructure altogether to mitigate this risk today and into the future.
Choosing the Right Path and the Right Partner
In times like this, strategy beats short-term thinking—and that includes who you can trust.
Choosing the right infrastructure partner starts with asking a foundational question: who is actually delivering what the market needs today, driving real value for their customers, and who will be leading the market in three to five years?
Growth is often the proxy for that answer and on the surface that makes sense. Companies that are gaining share, and growing revenues and their install bases tend to be the ones delivering value for their customers .
But here is the problem. Not all claims of growth actually reflect real progress. Take storage as an example: vendors can amplify certain slices of the storage market claiming growth when in fact there is little to no growth.
The Full Picture Matters: When you look at the most recent full market data, the gap becomes clear.
According to IDC’s 2025 external OEM storage data (for the calendar year), Everpure drove roughly 40% of total markets revenue growth and nearly 60% of total markets capacity growth.
While Everpure grew YoY total capacity by 12%, every other top-five vendor showed declines, with Dell down 6%, NetApp down 11%, HPE down 16%, and IBM down 10%.
While some of these vendors are still publicly reporting growth in the “all-flash sub segment”, at the aggregate level we see their total capacity declining. That is not a growth story. It is a portfolio shift from hard disk to flash.
The Facts Speak for Themselves
Vendors highlight growth in flash, which belies what is happening across their storage business. What we do know is that spinning disk is shrinking across the market, being replaced with a lower capacity of efficient flash causing overall capacity to decline.
Moving from disk to flash in the same install base is like moving money from one savings account to another. The balance goes up in one and down in the other, but it doesn’t mean you are saving more money!
If a vendor is truly growing, it should reveal itself as total external OEM revenue and capacity growth—not as one product replacing another.
Why Everpure Is a Strategic Choice Everpure is not managing a transition away from a legacy disk business. From the start we have only sold flash and largely pioneered and expanded its deployment across the enterprise.
Our growth is not being propped up by shifting revenue from one category to another. It reflects real expansion in how customers are adopting flash for critical needs. We are also the only major vendor where all-flash capacity is growing faster than revenue, signaling improving economics and broader adoption, not just pricing leverage.
So Why does this Matter?
In a constrained market, it is easy to justify “good enough” decisions: Extend what you have. Compromise where you need to. Fix it later.
But the impact of those decisions compound.
Everpure makes the decision easy with three core pillars that continue to help customers navigate the kind of environments we see today:
Evergreen//One™ : Storage-as-a-service done right. A single subscription service with guaranteed SLAs, non-disruptive upgrades, and pay-as-you-use economics. Hardware risk and refresh cycles move off your balance sheet and onto ours.
Evergreen™ Architecture: A storage ownership model that keeps infrastructure perpetually modern. Non-disruptive upgrades, data-in-place expansion, and all software included. No forklift refreshes, no surprise costs, and less flash to buy over time.
DirectFlash® Technology: Powered by the efficiency of Purity and manufactured from raw NAND, not off-the-shelf SSDs. DirectFlash gives customers better performance, better economics, and priority access to capacity, even in constrained supply environments.
Because in this market, “good enough” infrastructure does not stay good enough for long. It just gets more expensive.
The companies that stay ahead will not be the ones chasing short-term capacity. They will be the ones choosing platforms and partners that are actually built for where the market is going.
If you are evaluating your next move, look past the headlines. Focus on who is truly growing, who is positioned to keep doing it, and why this matters for your business.
#Everpuredata #Supplychain #Dataplatform #Evergreen
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