Nvidia is reportedly urging Samsung to expand NAND production as it prepares for CMX shipments 📝 Nvidia’s CMX storage rollout is set to begin in mid-2026, with demand surging in 2027 (from 35 million TB to over 100 million TB). CMX (Context Memory Storage) — supports up to 9,600 TB of storage per system, enabling ultra-fast processing of massive inference data exceeding GPU server capacities. Kioxia already has a partnership with Nvidia and is developing high-speed SSDs for AI servers (scheduled for 2027 release, targeting HBM-level performance). https://t.co/8iStDP8nZf
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