In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth (Counterpoint Research)
AI inference demand pushed enterprise SSDs to nearly half of NAND shipments, signaling a major infrastructure spending shift.
Excerpt
<p><a href="https://www.techmeme.com/260813/p14#a260813p14" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> <a href="http://www.counterpointresearch.com/">Counterpoint Research</a>:<br />
<span style="font-size: 1.3em;"><b><a href="http://www.counterpointresearch.com/en/insights/server-led-essds-hit-48-percent-of-nand-shipments">In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth</a></b></span> — - AI inference workloads drove enterprise SSDs to 48% of global NAND shipments in Q2 2026, nearly double the 26% share a year earlier.</p>
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