Shay Boloor(@StockSavvyShay):Citi sees AI driving enterprise SSD demand up 53% in 2027 and another 41% in 2028 as KV-cache offloading pushes more high-capacity storage next to GPUs. NAND demand is also expected to outgrow supply by ~25% which should keep pricing strong for $MU, $SKHY and $SNDK.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.09.22 12:47

Citi sees AI driving enterprise SSD demand up 53% in 2027 and another 41% in 2028 as KV-cache offloading pushes more high-capacity storage next to GPUs. NAND demand is also expected to outgrow supply by ~25% which should keep pricing strong for $MU, $SKHY and $SNDK.