Enterprise SSDs now consume 48% of global NAND flash supply

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NAND May Cry: AI data centers and hyperscale operations are coming for everyone's NAND chips – and then some. In fact, the manufacturing industry is already realigning much of its production capacity around the needs of Big Tech and AI startups looking to sell chatbot-like experiences to subscribers.

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 are increasingly being replaced by inference tasks, enterprise SSDs are consuming around half of the world's entire NAND supply.

Enterprise SSDs include high-performance storage units used in data centers and AI hyperscale facilities. During the second quarter of the year, these types of solid-state storage products accounted for 48% of global NAND shipments. Enterprise shipments nearly doubled compared...

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