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Industry
QLC SSD demand rises as HDD supply tightens on cold data surge
As AI inference spreads, cold data is surging and extending HDD supply lead times. With HDD replacement difficult and NAND supply constraints adding pressure, development of high-capacity, low-cost QLC SSDs is being spurred. Export data show a sharp rise in SSD shipments, outpacing NAND component exports, suggesting big tech and cloud operators are expanding storage infrastructure. Rising KV cache demand and NAND price gains are also accelerating the shift toward QLC SSDs.
AI & Enterprise
Dell bets on Nvidia-based AI factory to expand operations infrastructure
Dell Technologies is expanding its artificial intelligence factory push with Nvidia, aiming to turn AI into business results by strengthening agentic AI from local workstations, a data platform and an open ecosystem. At Dell Technologies World 2026 in Las Vegas, Dell announced updates to its Nvidia-based Dell AI Factory portfolio. It introduced desk-side agentic AI, expanded data and search capabilities, unveiled PowerRack rack-scale infrastructure and cooling, and launched an AI ecosystem program with partnerships including Google, OpenAI, Palantir and SpaceXAI.
Industry
Western Digital completes carbon-free energy transition at 5 manufacturing sites
Western Digital is pursuing an energy strategy aimed at sustainability as AI storage demand accelerates, it said on April 23, publishing its FY2025 sustainability report. It said it now runs five manufacturing sites on 100 percent carbon-free energy and raised renewable energy use across global manufacturing to 66 percent. It also reported lower emissions intensity in product use, new supply-chain targets, and progress on recycled materials and rare-earth recovery.