AI驱动存储升级，eSSD有望加速渗透

Core Insights - The demand for efficient processing of massive data in the AI era is increasingly urgent, making the construction of AI data lakes essential for enterprises [2] - The prices of enterprise-level storage are continuously rising due to AI-driven demand [4] Group 1: AI and Data Storage Trends - The AI-driven transformation is turning "cold data" into "warm data," with predictions that by 2035, warm data will account for over 70% of data, leading to a shift from a three-tier data structure to a two-tier structure [2] - The performance requirements for storage hardware will increase due to the rise of "warm data," making HDDs less suitable compared to SSDs [2] Group 2: Supply and Demand Dynamics - There is a significant shortage in the supply of Nearline HDDs, with a current shortfall estimated at 150-180EB, potentially reaching 200EB [3] - The delivery cycle for Nearline HDDs has extended from weeks to over 52 weeks, exacerbating the storage gap for cloud service providers (CSPs) [3] Group 3: Price Movements and Investment Opportunities - SSD prices are expected to rise, with a projected seasonal increase of 5-10% for eSSD contracts due to CSP demand [4] - As of September 16, the price for a 512GB PCIe 4.0 SSD was $35.5, reflecting a weekly increase of 6.93% [4] - The prices for DDR4 RDIMM memory modules also saw significant monthly increases, with 32GB and 64GB modules priced at $140 and $240, respectively, marking growths of 16.67% and 4.35% [4] - Investment opportunities are identified in enterprise-level storage modules, including eSSD and RDIMM manufacturers [4][5]