Citi sees enterprise SSD demand jump 52.9% in 2027 as AI scales

Citi expects enterprise SSD demand to rise 52.9% year over year in 2027 as continual learning and AI inference expand storage requirements and tighten NAND conditions.

Continual learning systems must continuously incorporate new information while retaining previously learned data, creating substantially higher storage requirements. Citi expects both AI training and inference demand to grow rapidly from 2027 onward as those technologies advance.