集邦咨询：AI推理需求导致Nearline HDD严重缺货

Core Insights - The massive data generated by AI is impacting global data center storage facilities, leading to a supply shortage of Nearline HDDs, which have traditionally been the cornerstone for massive data storage [1] - As a result, high-performance and high-cost SSDs are becoming the market focus, particularly large-capacity QLC SSDs, which are expected to see explosive growth in shipments by 2026 [1] Industry Summary - AI-generated data is creating significant challenges for traditional storage solutions, indicating a shift in demand towards more advanced storage technologies [1] - The anticipated growth in QLC SSD shipments highlights a trend towards higher efficiency and performance in data storage solutions, reflecting the evolving needs of data centers [1]