Alliance Consulting: AI and general-purpose server driving demand. The revenue of the top five enterprise SSD brand manufacturers in the second quarter of 2025 increased by 12.7% compared to the previous quarter.

According to the latest survey by TrendForce, the scale of NVIDIA's Blackwell platform shipments in the second quarter of 2025, as well as the continued expansion of General Server layout by North American CSP companies, have driven a significant growth in demand for Enterprise SSDs (Enterprise Solid State Drives). The combined revenue of the top five brand manufacturers exceeds $5.1 billion, with a quarterly increase of 12.7%. However, shortages of DDR4 and delays in the delivery of main control IC boards have led to a general imbalance in supply and demand for Enterprise SSDs, affecting the market share and revenue performance of various manufacturers in the second quarter.