… For those curious about how AI is gobbling up enterprise storage, well, they are the primary 'container' of datasets needed to train LLMs, and in particular, HDDs act as cold storage for raw datasets. …
… To add insult to the proverbial injury, OpenAI and Anthropic are not only increasing pricing for their enterprise plans, but are also using creative ways to limit the total number of tokens that can be consumed. …
… At the same time, supply chain sources report that Intel plans to raise CPU prices by a cumulative 30% this year, and this could change depending on how enterprise demand grows. …
… The DC3000ME 30.72 TB SSD aims to deliver higher-capacity alternative for enterprises that aim to deliver more storage to its customers while also bringing higher read/write speeds and better power-efficiency. …
… That said, despite having the fastest storage solutions in the market, consumers will likely have to pay a premium for these storage drives, as the enterprise market will continue to gobble up a larger share of the global NAND production. …
… HP's product mix remains highly exposed to the mainstream consumer and mid-range enterprise fleets, the exact segments most sensitive to the component-driven price hikes. …
… Similar to what we saw with consumer GPUs, it's fair to say that both Intel and AMD will prioritize fulfilling enterprise demand over the client segment, which could mean CPUs are in short supply and drive prices in the retail market. …
… And yet again, the supply constraints are triggered by the sudden interest from the enterprise segment. …
… In a recent report covering IDC's market outlook, we discussed how it would become 'impossible' for gamers to get their builds at budget prices , and based on the current situation, it appears that PC vendors would find it quite hard to maintain pricing, given that BOMs are signifcantly rising. …
… Phison is working to accelerate its NAND product roadmap in the Enterprise SSD and AI-SSD segments, but despite rising costs, its gross margins won't increase in a significant way due to rising NAND procurement costs. …