花旗预测英伟达Vera Rubin 将催生PB级SSD需求，加剧NAND供应紧张

IT之家01-13

IT之家 1 月 13 日消息，由于近乎“肉眼可见”的 DRAM 及 NAND 涨价潮，广大数码爱好者在 CES 2026 期间围绕人工智能与存储芯片的讨论持续升温。根据 @Jukan 获取到的最新花旗分析报告，英伟达下一代 Vera Rubin 架构的 AI 服务器未来几年内可能会对固态硬盘（SSD）和 NAND 闪存市场形成显著拉动，并进一步加剧当前已存在的供应紧张局面。花旗分析师测算显示，在...

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NAND 需求预计将在 2026 年达到 3,460 万 TB，并在 2027 年增至 1.152 亿 TB。花旗进一步表示，上述需求规模相当于全球 NAND 市场总需求的 2.8%（2026 年）和 9.3%（2027 年）。报告指出，这一占比已达到“具有实质意义的规模”，可能为 NAND 需求带来明显的上行空间。花旗同时认为，在将这一结构性需求增长因素纳入考量后，全球 NAND 供应短缺的状况预计将进一步加剧。值得一提的是，该分析仅基于 Vera Rubin 平台本身，并未纳入更高规格的 Rubin Ultra 系统，亦未考虑英伟达后续 Feynman GPU 架构可能带来的新增需求。在当前 NAND 与 SSD 市场已面临供需压力的背景下，花旗认为 Vera Rubin 平台相关出货的放量，或将成为影响未来存储芯片供需格局的重要变量之一。IT之家后续将保持关注。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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