$Sandisk(SNDK.US)NVIDIA's BlueField-4 redefines AI storage hierarchy, NAND demand opens incremental space [Northeast Computer]

Significance: NAND is no longer just a data storage hard drive, but directly participates in the inference process. #We believe this means a leap in storage valuation logic—from cyclical products to AI computing companions. #Consistent with our previous emphasis, #2026 storage narrative will change.

Space calculation: Single cabinet NAND demand surges 5x, supply-demand tension intensifies based on NVL72 Rubin architecture

1) #Single cabinet increment: Traditional GB200 NVL72 NAND configuration is about 830TB. Under the new BlueField-4 architecture, each GPU adds 16TB context space, 72 GPUs correspond to 1152TB new demand.

2) #Total capacity change: Single cabinet NAND capacity will skyrocket from ~830TB to nearly 2PB, #single cabinet usage increases over 140%. Assuming 100k Rubin architecture cabinets (including NVL72 & NVL36 conversions) shipped in 2026, new demand reaches ~115.2EB. Referencing 2025 global NAND supply (~931EB, assuming 10% growth in 2026), NVIDIA AI servers alone will account for 10.5% of global capacity. Given the high barrier of enterprise eSSD, structural shortages will emerge in high-end NAND wafers and controllers.

$Micron Tech(MU.US)