Analysis shows SSD pricing volatility is now a structural risk for AI and HPC infrastructure planning.
Erik Salo leads products, markets, and operations at VDURA for AI data infrastructure, while publishing analysis on how storage architecture and economics affect performance, scalability, and long-term risk.
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Analysis tracked SSD pricing behavior across multiple NAND cycles to quantify the economic risk introduced by flash volatility. The conclusion is clear: architectures that assume flat flash pricing expose organizations to unpredictable cost expansion over time.
AI workloads are not uniform. Training and inference demand NVMe flash. Retention, checkpoints, and long-term datasets do not. If everything is forced onto flash, pricing volatility becomes systemic risk.