Enterprise SSD Contract Price 1Q26

Last Modified

2026-01-27

Update Frequency

Quarterly

Format

PDF

Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As high-capacity SSDs become critical for AI, supply constraints and rising costs are expected to persist.

Key Highlights

Demand Surge: The race for AI Agents by North American CSPs and Nvidia's BlueField-4 launch have triggered massive momentum for high-capacity Enterprise SSDs.
Supply Constraint: Suppliers are shifting capacity to more profitable DRAM, leaving NAND Flash output severely limited and unable to meet needs.
Price Spike: profound supply-demand imbalance and double booking have driven contract prices to historic highs, with the uptrend likely to continue.
Tech Pivot: To optimize GPU efficiency, high-capacity SSDs have evolved from peripheral storage into critical components for AI computing infrastructure.

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- Enterprise SSD Contract Price Update