Enterprise SSD (eSSD) demand is surging due to generative AI adoption, with the market projected to grow from 181 EB in 2024 to 1,078 EB by 2030. Training and inference workloads—especially via inference servers and RAG databases—drive this growth. SSDs outperform HDDs in speed, latency, and energy efficiency, making them essential for AI operations. Training needs are rising with larger models and multimodal AI, while inference use cases, including content generation and local data duplication, expand SSD needs. Upside potential depends on RAG and MMM adoption rates, enterprise investments, and infrastructure scalability.

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