WCCFTech reports that NVIDIA's AI GPUs are hitting a data wall. The KV cache explosion is creating an unprecedented stor

WCCFTech reports that NVIDIA's AI GPUs are hitting a data wall.

The KV cache explosion is creating an unprecedented storage bottleneck for AI infrastructure.

Key numbers from the report: - AI servers need CMX (Context Memory Storage) to offload temporary context data - Each CMX module holds 576 SSDs - 9,600TB total - Storage demand for AI workloads: 35M TB → 100M+ TB in 2026 - Samsung converting 60% of V-NAND production to V9/V10 for NVIDIA's AI infrastructure - The supply deficit is already driving up storage prices across the industry The takeaway: AI infrastructure isn't just about GPUs anymore.

Storage is becoming the bottleneck, and cheap, fast storage is what separates scalable deployments from stalled ones.

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Originally posted on reddit

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