
·AI & Tech·Medium term·▼ -3%
88%
Nvidia will keep pushing Storage-Next partners toward hardware and software support for GPU-initiated storage, with the clearest near-term signal coming from flash and array vendors adapting to SCADA-style workloads.
This is a roadmap-setting move for the AI infrastructure stack. If vendors align behind Nvidia’s storage model, the next wave of AI spending could shift from raw GPU counts toward storage systems optimized for inference latency and 512-byte IOPS.
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