When storage capacity tightens, the instinct is to look at procurement: lead times, spot price per TB, next delivery window. These are legitimate questions, but they address the smaller half of the problem.
Legacy storage platforms were designed when HDDs were primary and replication was cheap. Those assumptions — replication-based protection, per-system data reduction, siloed capacity pools, performance-driven overprovisioning — now consume enormous amounts of flash before a single byte is written.
Enterprises that believe they have a supply problem more often have an architectural efficiency problem that the supply chain cannot fix. As SSD prices rise and lead times stretch, these inefficiencies directly constrain AI pipelines, force deletion of historical data, and inflate infrastructure budgets without delivering proportional capability.
