eSSDs Dominates Flash Shipments with 48% Share in Q2 2026 as AI Workloads Transition to Inference, Fueling 5x YoY Revenue Surge, Says Counterpoint Research
inference training
| Source: Techmeme | Original article
Server-led eSSDs reached 48% of NAND flash shipments in Q2 2026. This drove 5x year-over-year industry revenue growth.
Server-led enterprise solid-state drives (eSSDs) accounted for 48% of NAND flash shipments in Q2 2026, according to Counterpoint Research. This significant milestone was driven by the shift of AI workloads from training to inference, resulting in a remarkable 5x year-over-year industry revenue growth.
The increase in AI inference workloads has led to a substantial rise in demand for enterprise SSDs, with their share of global NAND shipments nearly doubling. This trend underscores the growing importance of AI inference in the industry, as companies increasingly focus on deploying trained models in real-world applications.
As the AI landscape continues to evolve, it will be crucial to monitor how this shift towards inference workloads impacts the development and adoption of related technologies, such as AI safety entities and large language models. With the industry's rapid growth, investors and companies alike will be watching closely to see how these advancements drive future innovation and revenue.
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