Citi Forecasts 52.9% Jump in 2027 eSSD Demand Driven by AI

By EC Assets · Published 22 September 2026

Citi projects a significant increase in enterprise solid-state drive (eSSD) demand for 2027. The investment bank anticipates a 52.9% jump in demand, driven by the growth of artificial intelligence. Citi highlighted two memory sector companies as beneficiaries of this expected rise in eSSD demand. The firm identified these companies in a note issued on Monday. The increased demand for enterprise solid-state drives is directly linked to the expanding needs of artificial intelligence applications. Enterprise SSDs are crucial components in data centers and infrastructure supporting AI workloads. This article is intended for informational purposes only. It does not constitute investment advice.