Citi forecasts a 53% surge in enterprise SSD demand by 2027, driven by AI.

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Citi forecasts a 52.9% increase in enterprise SSD demand by 2027, driven by AI inference and NVIDIA’s KV cache offloading. Total SSD demand is expected to rise 45%, with QLC storage near GPUs gaining traction. NAND demand will grow 29% in 2027, outstripping supply as manufacturers shift focus to DRAM and HBM. Amid this, the Fear & Greed Index reflects growing market optimism. Traders are advised to monitor altcoins, as storage trends influence broader technology and crypto markets.
ME AI message, Citigroup expects enterprise SSD demand to grow 52.9% year-over-year in 2027 and a further 41% in 2028, as AI inference, continuous learning, and NVIDIA’s KV cache offloading drive significant increases in storage demand near GPUs. The bank forecasts total SSD demand to rise 45% in 2027, with greater adoption of QLC-based near-GPU storage as AI systems increasingly require large, high-speed memory pools close to accelerators. Additionally, Citigroup expects NAND demand to grow 29% in 2027 and 33% in 2028, while supply growth will be only 21% and 25%, as memory manufacturers prioritize expanding DRAM and HBM capacity. (Source: BlockBeats)
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