Inside the SSD Shortage Crisis w/ Tom Coughlin

Описание: In this episode of Data Unchained, Molly Presley sits down with storage industry legend Tom Coughlin to break down the surge in global demand for NAND, DRAM, SSDs, and hard drives. AI is reshaping the storage market faster than anyone anticipated, and this conversation delivers the clearest look yet at what is happening, why it happened, and what enterprises can do about it.

Tom and Molly dive deep into pricing spikes, long lead times, supply chain pressures, workflow strategies, data movement challenges, and the new architectural patterns emerging as AI continues to consume storage at historic levels. If you are responsible for data infrastructure, AI readiness, cloud strategy, or capacity planning, this episode is essential.

Timestamps
00:00 Intro to Data Unchained
00:14 Why data is now fully distributed
01:10 What the podcast covers and why it matters
02:00 Introducing guest Tom Coughlin
03:10 Tom’s background in memory and storage
04:20 The Future of Memory and Storage Conference (FMS)
06:00 Market trends in DRAM, NAND, HDD, tape, optical, and new media
09:10 AI as the driver of massive storage demand
11:20 Data centers in space and other emerging architectures
13:00 What triggered the current NAND shortage
15:15 Why supply chains cannot keep up
17:40 How hyperscalers changed the 2024 to 2027 market
19:15 DRAM shifting into high bandwidth memory
21:50 Why SSD pricing surged
24:00 How inventory gluts during COVID set the stage
26:15 Lead times and why quotes are expiring faster than ever
28:40 Impact on enterprises and smaller buyers
31:10 How to extend existing storage life
32:25 Deduplication, compression, copy reduction
34:00 Extending device life through degraded mode
36:20 Using cloud NVMe and GPU attached storage
38:00 Pooling and disaggregation with CXL
40:20 Architectural changes required for AI workloads
42:50 Tiering and why HDDs matter again
45:30 How AI shifts data lifecycle management
47:00 New memory tiers and hybrid architectures
49:40 Predicting how long shortages may last
52:20 What CES revealed about AI in consumer products
54:00 Agentic systems and the future of automation
56:10 Risks and opportunities in augmented intelligence
58:00 Technical groups and conferences to watch
59:30 Where to find Tom Coughlin’s research
01:00:18 Closing thoughts

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