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Enterprise SSDs now consume 48% of global NAND flash supply

A recent study by Counterpoint Research highlights the seismic shift the NAND flash industry is undergoing because of generative AI and chatbot services. While AI training workloads...

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techspot.comStai leggendo12 g fa

Enterprise SSDs now consume 48% of global NAND flash supply

Enterprise SSDs jumped to 48% of global NAND shipments, up from 26% in 2025, driven by AI inference demands. The realignment raises enterprise SSD costs and creates geopolitical risk from YMTC's growth; storage capex becomes material in AI projects.

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cryptobriefing.com13 g fa

SanDisk sees KV cache driving 35% of AI data center NAND workloads by 2030

SanDisk projects KV cache at 35% of AI data center NAND by 2030, driving 75–100 exabytes demand by 2027. Offloading to NAND (10–20x cheaper than HBM) slashes costs, critical for scaling context windows and multi-user AI workloads at hyperscale.

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giovedì 13 agosto 2026·cryptobriefing.com
SanDisk sees KV cache driving 35% of AI data center NAND workloads by 2030
SanDisk projects KV cache will drive 35% of AI data center NAND workloads by 2030, forecasting 75-100 exabytes of new demand by 2027 alone.
venerdì 14 agosto 2026·techspot.com
Enterprise SSDs now consume 48% of global NAND flash supply
A recent study by Counterpoint Research highlights the seismic shift the NAND flash industry is undergoing because of generative AI and chatbot services. While AI training…