Enterprise SSD Costs Skyrocket, Anticipate The Identical For Client Grade

Transfer Over Proof Of Stake

When it was introduced that a minimum of one main cryptocurrency was transferring from proof of labor to proof of stake there was concern that this might drive up the value of SSDs.  This by no means occurred to the extent that it did with GPUs, and SSD costs remained pretty affordable; aside from PCIe 5.0 SSDs however that’s at all times the case with new package.  Sadly, evidently we’re going to begin to see a spike in costs and as appears to be the case recently, you possibly can blame AI.  Samsung anticipated to boost the value of their Enterprise SSDs by 15%, nonetheless the elevated demand for AI storage means they will instead be raising prices by 25%.

This can definitely damage knowledge facilities instantly however sadly it’s more likely to impression shopper fashions within the close to future.  AI has already impacted NVIDIA GPU pricing, as promoting playing cards just like the H100 is way extra worthwhile than promoting an RTX card, so we’ve got seen demand for gaming GPUs proceed to outstrip provide.  The identical may be very more likely to grow to be true for shopper SSDs, because the revenue margins on Enterprise SSDs is about to grow to be much more enticing than shopper fashions.  This can hopefully not be instantly felt however it’s best to count on to see costs stay as they’re at greatest; sadly it’s much more probably we’ll see a sluggish enhance in SSD costs over the yr.