NVIDIA’s new Rubin AI supercomputers have arrived, and they’re likely going to need millions of TB of NAND to scale out. Priced into the market or not, SSDs are likely about to become the next big short in 2026.


NVIDIA’s new Rubin AI supercomputers have arrived, and they’re likely going to need millions of TB of NAND to scale out. Priced into the market or not, SSDs are likely about to become the next big short in 2026.