Update
Enterprise SSD Revenue Growth
Enterprise SSD revenue reached approximately $38 billion in Q2, driven by AI agents needing faster storage. $SNDK's revenue jumped 103% quarter-over-quarter, but still holds only 8% of enterprise SSDs compared to 11% of total NAND. $MU has a larger share at 19% of enterprise SSDs and 15% of NAND, with data center SSDs now accounting for over two-thirds of its NAND revenue.