This is a great piece explaining why Nvidia’s CMX rack could drive massive NAND demand. I highly recommend giving it a read.
blogs.fadu.io/cmx-ssd-for-ai…
Link
Why FADU SSDs Are the Right Fit for NVIDIA CMX - FADU blog
CMX SSD for AI Inference is becoming critical as long-context and agentic workloads push KV cache beyond existing memory tiers. Learn why CMX needs SSDs optimized for sustained large-block reads,...
blogs.fadu.io