---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37589790.md"
description: "$Sandisk(SNDK.US)NVIDIA's BlueField-4 redefines AI storage hierarchy, NAND demand opens incremental space [Northeast Computer]Significance: NAND is no longer just a data storage hard drive, but directly participates in the inference process. #We believe this means a leap in storage valuation logic—from cyclical products to AI computing companions. #Consistent with our previous emphasis, #2026 storage narrative will change.Space calculation: Single cabinet NAND demand surges 5x, supply-demand tension intensifies based on NVL72 Rubin architecture1) #Single cabinet increment: Traditional GB200 NVL72 NAND configuration is about 830TB. Under the new BlueField-4 architecture, each GPU adds 16TB context space, 72 GPUs correspond to 1152TB new demand.2) #Total capacity change: Single cabinet NAND capacity will skyrocket from ~830TB to nearly 2PB, #single cabinet usage increases over 140%. Assuming 100k Rubin architecture cabinets (including NVL72 & NVL36 conversions) shipped in 2026, new demand reaches ~115.2EB. Referencing 2025 global NAND supply (~931EB, assuming 10% growth in 2026), NVIDIA AI servers alone will account for 10.5% of global capacity. Given the high barrier of enterprise eSSD, structural shortages will emerge in high-end NAND wafers and controllers.$Micron Tech(MU.US)"
datetime: "2026-01-06T16:09:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37589790.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37589790.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37589790.md)
author: "[momoM](https://longbridge.com/en/profiles/7524795.md)"
---

# $Sandisk(SNDK.US)NVIDIA's BlueField-4 redefines AI…


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## Comments (1)

- **春哥 · 2026-01-07T00:18:56.000Z**: I think this is quite logical. AI will reshape previous software and even hardware systems. In the future, it will be neural networks + storage?