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The end of predictable storage economics and what that means for infrastructure planning

CIO MagazineApril 3, 20264 min read1 views
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The enterprise storage market is currently experiencing unprecedented SSD price volatility driven by massive AI demand and multi-year capacity commitments from hyperscalers. Between Q2 2025 and Q1 2026, for instance, 30TB TLC SSD pricing increased by 257% (from $3,062 to $10,950), while HDD pricing remained relatively stable, increasing by 35%. The situation is challenging some fundamental, long-term assumptions about storage architecture strategy, particularly the collective experience that flash pricing declines over time. Until recently, it was a trend fully supported by the facts, and even factoring in cyclical variation, long-term cost curves have generally supported predictable cost-per-GB reductions. This generally solid predictability has underpinned everything from multi-year infr

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