TrendForce sees top-five enterprise SSD brands' revenue doubling to $37.59 billion in Q2 2026

TrendForce projected that the combined revenue of the top five enterprise SSD brands would rise 103.6% quarter over quarter to $37.59 billion in the second quarter of 2026. It expects enterprise SSD demand to stay elevated in the third quarter, driven by AI agent services, steady cloud data-center deployments and NVIDIA GB-series AI rack shipments. The forecast is an industry signal for Sandisk's Datacenter segment, which is the end market most tied to AI storage demand.

• Top-five enterprise SSD brands, 2Q26 revenue: $37.59 billion
• Growth versus prior quarter: 103.6%
• Outlook: enterprise SSD demand to remain elevated in 3Q26