Alliance Consulting: AI reasoning demand causing severe shortage of Nearline HDD, QLC SSD shipments expected to surge in 2026.

According to the latest research from TrendForce, the huge amount of data created by AI is impacting global data center storage facilities. Nearline HDD, traditionally seen as the cornerstone of mass data storage, is facing supply shortages, prompting high-performance, high-cost SSDs to become the market focus, especially with the potential for explosive growth in shipments of large-capacity QLC SSDs by 2026.