Citi expects AI demand to drive up 2027-year enterprise SSD and NAND demand
BIBIBI
AT A GLANCE
Citigroup expects that AI related storage demand will drive 2027 year enterprise-grade SSD demand to grow year-on-year by 52.9%。
Article
Citigroup expects AI will drive 2027 annual enterprise-grade SSD demand surge 53%BlockBeats news,September 22, Citigroup expects, 2027 annual enterprise-grade SSD demand will grow year over year by 52.9%，2028 and grow again in the following year by 41%, as AI inference, continuous learning, and NVIDIA's KV cache offloading will drive a substantial increase in GPU near-storage demand.
The bank expects that, 2027 total annual SSD demand will increase by 45%, with QLC's near-GPU storage seeing broader adoption, as AI systems increasingly require large, high-speed storage pools close to accelerators. In addition, Citigroup expects 2027 annual NAND demand to grow by 29%，2028 and by 33%in the following year, while supply growth will be only 21%and 25%, as memory manufacturers prioritize expanding DRAM and HBM capacity.
Original link https://m.theblockbeats.info/flash/368456
Key points
01
BlockBeats September 22 reported on Citi's forecasts for SSD and NAND demand.
02
Citi expects that 2027 annual enterprise-grade SSD demand will increase year on year by 52.9%，2028 and increase again in 41%。
03
Citi said that AI inference, continual learning, and Nvidia's KV cache offloading will drive increased demand for GPU near-memory storage.
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Citi expects that 2027 annual total SSD demand will increase by 45%。
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Citi expects that, based on QLC nearly GPU storage will see broader adoption.
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Citi expects that NAND demand will 2027 in and 2028 increase by 29%and 33%, while supply will increase by 21%and 25%。
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Citigroup stated that storage manufacturers prioritize increasing DRAM and HBM production capacity.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
The key point of this news is that Citi believes that AI systems' demand for storage located close to GPU high-capacity, high-speed storage will increase; therefore, enterprise-grade SSD、QLC approximately GPU storage and NAND demand may increase. All figures in the article are Citi's forecasts for 2027 and 2028.
Why it matters to readers
If demand grows while supply increases more slowly,SSD、NAND and near GPU storage will receive more attention. However, the original text does not explain how this difference would affect prices, corporate performance, or actual deliveries.
Beginners should distinguish between “forecasts” and “facts that have already occurred”: 52.9%、41%、45%、29%、33%、21% and 25% are both projections of future growth and do not represent results already achieved.
Risks and unknowns
These figures are Citi's forecasts, and whether they will be realized in the future cannot be confirmed.
The original text does not provide the forecasting model, sample, benchmark scale, or full report.
The original text does not explain whether differences in demand and supply growth rates will cause shortages or price changes.
The title summarizes 52.9% as 53%。
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