DDN, Thursday, January 8th, 2026
Why NAND Volatility Is Forcing a Rethink of Storage Architecture
NAND pricing has always been cyclical, but today's volatility is sharper, faster, and less predictable than in past cycles. Supply consolidation, demand swings driven by AI infrastructure, and aggressive capacity controls have turned flash economics into a moving target. Over the past year, enterprise SSD pricing has increased sharply: often 75-125% depending on capacity tier and availability, putting pressure on storage plans that were built on very different assumptions.
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