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

Wisdom Finance app learned that, according to the latest research from TrendForce, the vast amount of data created by AI is impacting global data center storage facilities. Traditional Nearline HDD, which has been the cornerstone of massive data storage, is now facing supply shortages, prompting high-performance, high-cost SSDs to gradually become the market focus. In particular, the shipments of large capacity QLC SSDs may experience explosive growth by 2026.