Ewigbyte - IT Press Tour #65 Dec 2025

Transcript

1. Cold Data Storage: Secure, Sovereign, and Sustainable The Foundation of the Digital Age IT Press Tour ‘25 ©ewigbyte 2025
2. We Need a New Way to Store Cold Data MISSION “The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — Peter Drucker IT Press Tour ‘25 ©ewigbyte 2025
3. IT Press Tour ‘25 ©ewigbyte 2025 The Three Challenges of The Digital Age AI Energy Data Digital Age WHY NOW? - MEGA TRENDS
4. Post Cards from the AI Data Centers of the near Future Europe’s Data will be co-located with power plants and AI Compute Centers - unless we come up with a solution MEGA TRENDS IT Press Tour ‘25 ©ewigbyte 2025
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6. SUPPLY GAP Data Growth Overwhelms Storage Production Capacity – by 50% Sources: 1) Furthur Market Research: John Monroe 2) ResearchAndMarkets.com 15 ZB Gap 50% Gap! IT Press Tour ‘25 ©ewigbyte 2025 - 5,0 10,0 15,0 20,0 25,0 30,0 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Enterprise Grade Traditional Storage Capacities Supply in ZB Demand in ZB
7. The End of Cheap Storage: Prices Skyrocket SOLUTION Hard Drive - 3.5" SATA 10 TB Solid State Drive - M.2 NVME 512 GB +30% YoY +50% YoY IT Press Tour ‘25 ©ewigbyte 2025
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11. Breaking Old Paradigms For cold data, density is no longer top priority, writing speed is… “ The emergence of a new paradigm…necessitates the reconstruction of prior assumption.” Thomas Kuhn IT Press Tour ‘25 ©ewigbyte 2025
12. Burning data blocks • With an ultra short pulse laser • Onto the surface of the glass medium • Structured UV laser beam • No (toxic) coating Glass – lasting for +10,000 Years SOLUTION IT Press Tour ‘25 ©ewigbyte 2025
13. IT Press Tour ‘25 ©ewigbyte 2025 Spatial Light Modulators Ultra thin glass medium Double sided IT Press Tour ‘25 ©ewigbyte 2025
14. Rendered Model of CAD File for MVP IT Press Tour ‘25 ©ewigbyte 2025 Design based on existing laser ablation machines ewigbyte’s modified optics (unique advantage) Suppliers ready to deliver components: - Laser - Optics - Handler and robotics - Chassis Building the MVP to Deliver Data Storage as a Service TECHONOLGY READINESS
15. Ablation of Glass is a Standard Industry Process Technology IT Press Tour ‘25 ©ewigbyte 2025
16. Physical Data Warehousing Technology IT Press Tour ‘25 ©ewigbyte 2025
17. Future: HDD & LTO Will Become Obsolete Relative Share of Technology HDD & LTO in enterprise storage will disappear due to key performance and efficiency disadvantages: 1.Speed: SSDs & ewigbyte offer faster read/write speeds and lower latency, ideal for modern workloads. 2.Cost Convergence: Rising prices are narrowing the gap to SSD and optical 3.Energy Savings: ewigbyte & SSDs consume far less power, saving data centers millions annually. 4.Reliability: ewigbyte & SSDs are more durable with lower failure rates. 5.Storage Tiering: SSDs dominate hot data tiers, ewigbyte cold data pushing HDDs to niche roles. 6.Innovation: ewigbyte evolves rapidly, while HDDs face physical limits: Photonics is the future. Drivers of Tape and HDD losing Market Share 2010 2011 2013 2012 2017 2016 2015 2024 2023 2018 2020 2022 2021 2019 2014 2025 2026 2027 2028 2029 2030 Tape Optical HDD SSD Sources: 1) Furthur Market Research: John Monroe 2) Ewigbyte strategy market research Market Outlook 2030 IT Press Tour ‘25 ©ewigbyte 2025
18. Type of Service Depends on Maturity of ewigbyte Aspect Startup Phase Chasm Scale-Up Phase At Scale Phase Definition of Venture Status Technology validation, team formation, seed funding, MVP development, pilot projects Pilot project success, Series A financing, start of production, early adopter sales Full market entry, operational profitability, product diversification, recurring revenues dominate Segments •Innovators •Early adaptors (people who want the newest things) •Early Majority (People who want complete solution) • Late Majority • Laggards Pricing Value Pricing /Skimming Volume pricing/ Penetration Commodity Pricing Channel Strategy Founder sales/ Partners Channel partners /Direct sales for special projects Network of Partners / OEMs IT Press Tour ‘25 ©ewigbyte 2025 GO TO MARKET
19. ewigbyte‘s Market Entry Strategy rarely occasionally regularly often 100 101 10-1 103 102 10-2 Back-Up “WORN” Archives Back-Up WORM Hyper- scaler Big(tape) Databases Technical Progress EWIGBYTE Position Read frequency Rate of change (mean time between Write / Read) IT Press Tour ‘25 ©ewigbyte 2025 GO TO MARKET
20. Roadmap to New Paradigm of Cold Data Storage Warehousing cubes with 1 PB glass each USP Laser Paid pilots: write once, read never (WORN) Store in secure location operating 1 – 6 Laser & Handler Ewigbyte pilot storage facility operating 50-100 W/ R Racks 2028: Demonstrate First DataCenter (WORM) “ewigbyte archive” 2026 MVP: (WORN) “ewigbyte ewig” 2029 Realize Economies of Scale “ewigbyte warm” Ewigbyte Exa Storage Facility and Warehouse SCALABILITY IT Press Tour ‘25 ©ewigbyte 2025
21. IT Press Tour ‘25 ©ewigbyte 2025 Dr. Christian Marquart LLM, legal Counsel
22. CONTACT Getting in Touch to Change the World - - and Data Storage IT Press Tour ‘25 ©ewigbyte 2025 Dr. Steffen Klewitz sklewitz@ewigbyte.com M: +49 151 2000 6202