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TrendForce sees enterprise SSD prices rising again in Q4 as AI inference takes over
TrendForce forecasts North American cloud buying will lift Q4 enterprise SSD orders and prices, with QLC share climbing; a forecast, not yet confirmed deals.
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On September 21, TrendForce forecast that continued purchasing by North American cloud providers will push enterprise SSD order volume past the Q3 peak in Q4 2026, with prices rising further.
The firm says demand drivers have shifted from AI training to inference, with agentic AI multiplying demand for real-time data retrieval and caching; QLC is gaining share on density advantages, serving vector databases and KV Cache offload.
This is TrendForce's forecast, not completed transactions; actual Q4 orders and prices remain to be verified.