Video LLM and AI Adoption will explode Flash / Storage Area Network Market

Recently there has been an uptick on conversations around AI impact on storage and specifically around Video LLM’s and impact on HDD and Flash based companies. This article intends to summarize the content of those conversations.

By 2028, it is projected that over 50% of all AI-driven content creation will be dominated by video LLMs. This shift represents a seismic change from today’s text-based models like ChatGPT, underscoring the explosive growth and demand for video content across industries. You will soon be experiencing the world where AI not only generates high-quality video content but also integrates seamlessly with augmented reality to create immersive experiences in real-time.

In this article, we will review:

1. Impact of Video LLM Technology on Storage Requirements

2. HDD to Flash SSD to Storage Area Networks

3. When Will Hyperscalers Move from HDD to Flash/Storage Area Network?

4. First Tier Players - Seagate and Western

5. Storage Area Network Players - Pure Storage, Nasuni, Hammerspace, NetApp, Dell EMC / Isilon, Weka.

   Please note: The insights presented in this article are derived from confidential consultations our team has conducted with clients across private equity, hedge funds, startups, and investment banks, facilitated through specialized expert networks. Due to our agreements with these networks, we cannot reveal specific names from these discussions. Therefore, we offer a summarized version of these insights, ensuring valuable content while upholding our confidentiality commitments.