Shane Downing is a Freelance Reviewer for Tom\u2019s Hardware US, covering consumer storage hardware. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Shane Downing Social Links Navigation Freelance Reviewer Shane Downing is a Freelance Reviewer for Tom’s Hardware US, covering consumer storage hardware.
saunupe1911 So I wish these NVME manufacturers would just manufacture a version that just target datacenters. That way it's allocated directly to them. Keep the consumer versions for consumers at a lower price point. Basically fleet vs commercial per se. Reply
ravewulf The SN850X has plenty of performance for my needs, and I'd like to buy another 4TB or upgrade to 8TB when the prices are sane again, but I highly doubt it'll get a price reduction as newer models are released, at least in this market. Reply
ejolson I expected a crazy $800 price for 8TB, but it's actually $2800. At least people can still afford drinking water. Reply
bit_user Maybe this is a little unfair, but I'm somewhat stuck by the visual and naming similarity between the Sandisk GX Pro 8100 and the Samsung 9100 Pro. Not so much when you look at them side-by-side, but I could imagine that someone might confuse the Sandisk as being a drive in Samsung's product line, if they're not very familiar with either company. And, Sandisk's color and naming scheme certainly doesn't do anything to discourage the confusion. Reply
bit_user saunupe1911 said: So I wish these NVME manufacturers would just manufacture a version that just target datacenters. But the same NAND chips are used in both, and that's the scarce commodity. Even if they'd have consumer-only NAND chips, those are made in the same fabs as the datacenter ones and those fabs are booked at full capacity for the next couple years. The only way supply constraints ease up is if the AI bubble pops. Reply
bolweval ejolson said: I expected a crazy $800 price for 8TB, but it's actually $2800. At least people can still afford drinking water. I would swim naked in a pool full of broken glass before i would pay that much for a drive. Reply
Ricket5 saunupe1911 said: So I wish these NVME manufacturers would just manufacture a version that just target datacenters. That way it's allocated directly to them. Keep the consumer versions for consumers at a lower price point. Basically fleet vs commercial per se. That is not at all how this works. The core components for datacenter, enterprise, commercial, and consumer products are all the same. So if someone is willing to pay more to goggle up more parts that raises the price for the parts for everyone. That is what's going on. They can't make a cheaper consumer drive. And they can't just make more. It costs billions to bring more manufacturing online and takes years. And if AI really is a bubble, and no it's not anymore that personal computers and the internet were thought to be fads, or if something goes wrong you are screwed. A company that spends billions to bring more production online and then cannot use it is a company that is dead and gone. So they really can't just ramp up production. Reply
bit_user Ricket5 said: And if AI really is a bubble … or if something goes wrong you are screwed. A company that spends billions to bring more production online and then cannot use it is a company that is dead and gone. So they really can't just ramp up production. I've read that they're getting purchase commitments from customers specifically so they don't have too much excess production they can't sell, if the market crashes. Also, they're hopefully using some of their current windfall profits to finance new production, rather that the usual practice of financing it with debt. Finally, if/when a crash does come in the datacenter segment, there should a lot of pent-up demand from consumers. Between these three factors, I hope they'll be able to weather the storm. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ssds/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ssds/sandisk-optimus-gx-pro-8100-8tb-ssd-review#main
- https://www.tomshardware.com
- Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node
- NVIDIA Blackwell Leads on First Agentic AI Infrastructure Benchmark
- This $339 Corsair 32GB DDR5 RAM kit is the cheapest on sale right now, $45 less than the next-best rival — secure overclockable RGB kit with 6,000 MT/s speeds f
- NVIDIA Accelerates Google DeepMind’s DiffusionGemma for Local AI
- NVIDIA and LG Group Build an AI Factory to Advance Physical AI, Mobility and AI Infrastructure
Informational only. No financial advice. Do your own research.