NVIDIA’s Next Generation of AI Systems Could Alone Gobble Up Millions of Terabytes of NAND SSDs, Potentially Worsening Storage Shortages
… And, based on Citi's estimates, Vera Rubin shipments could scale up to 100,000 units in 2027, which means that, from NVIDIA alone, the demand for NAND storage could increase to 115.2 million TB, representing 9.3% of the total global NAND demand projected for the upcoming years. …