NVIDIA's new Vera Rubin AI server systems are projected to require hundreds of millions of TB of NAND storage. Yes, that will seriously affect global SSD prices.
The same shortages have already begun to show up in the SSD hardware space, as NAND — the type of flash memory that's used in SSDs — was starting to feel a similar squeeze.
Now, as the Vera Rubin server systems arrive, it's being projected that storage is the next sector of hardware that's about to dry up. That's due to Vera Rubin's new memory design that significantly speeds up data processing.
Vera Rubin is projected by Citi to eat up "1,152TB of additional SSD NAND" per server system in order to properly support the new NVIDIA Inference Context Memory Storage (ICMS) operations. If those estimations are even close to the truth, we're about to be in for (another) bad time.
In other words, buy now or forever wish you did. There's no end in sight with this AI slop.
Vera Rubin AI server
Author
Message
- Bob
- Offline
- Site Admin
- Posts: 31
- Joined: Thu Dec 11, 2025 8:56 pm
- Location: Great Lakes
Vera Rubin AI server
As Long as you don't mind, it doesn't matter.