Research firm TrendForce reports that contract prices for storage components such as DRAM and NAND Flash have significantly increased as major Cloud Service Providers (CSPs) accelerate their investment in AI infrastructure. The firm expects storage to account for 68% of CSPs' total capital expenditure by 2027, up from 47% in 2026.
Specifically, server DRAM contract prices are projected to cumulatively rise by approximately 270% by 2026, enterprise SSD (NAND Flash) by 235%, and HBM may still see an increase of 70% to 140% by 2027. TrendForce believes that high storage costs will provide a basis for AI chip suppliers like NVIDIA to raise prices and prompt cloud vendors to optimize their AI system storage architecture, for example, by adjusting RDIMM configurations or reducing HBM capacity.
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TrendForce: Soaring Storage Prices, DRAM and NAND Flash Expected to Account for 68% of Major Cloud Service Providers' CAPEX by 2027
Source：华尔街见闻 · Source Link
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