Clouded Judgement • 20 implied HN points • 20 Feb 26
- A global NAND/SSD shortage has emerged as AI demand has ballooned, driving big gains in memory-related stocks and creating a structural supply problem.
- AI has shifted from being compute-bound to data- and memory-bound. Inference, KV caches, and the flood of AI-generated artifacts need huge, low-latency memory and expose inefficiencies in legacy tiering and NAS data paths.
- The answer is efficiency, not just buying more flash: orchestrate data so local GPU NVMe can be used as fast Tier‑0, tier cold data to HDDs, recover stranded capacity, use hybrid cloud, and deduplicate across regions to cut flash demand.