Enterprise SSD revenue reached ~$38B in Q2 as AI agents need more fast storage to handle growing context making SSDs a really important part of AI infrastructure.
That also helps explain why $SNDK 103% QoQ revenue jump is so interesting because it still holds only ~8% of enterprise SSDs versus 11% of overall NAND leaving plenty of room to catch up.
$MU is already further ahead with ~19% enterprise SSD share versus 15% of NAND and data center SSDs now account for over 2/3 of its NAND revenue as AI drives a richer storage mix.
That also helps explain why $SNDK 103% QoQ revenue jump is so interesting because it still holds only ~8% of enterprise SSDs versus 11% of overall NAND leaving plenty of room to catch up.
$MU is already further ahead with ~19% enterprise SSD share versus 15% of NAND and data center SSDs now account for over 2/3 of its NAND revenue as AI drives a richer storage mix.