
Why Enterprise SSD Capacity Is Becoming a Strategic Resource for AI Infrastructure in 2026
For years, AI infrastructure planning has centered on one scarce resource: GPUs. In 2026, another resource is rapidly entering the capacity-planning equation—enterprise storage.
The shift is already visible in the NAND market. In Q2 2026, enterprise SSDs accounted for 48% of global NAND bit shipments, compared with approximately 26% a year earlier.




















