Skip to content
Predictions.

There will be no meaningful relief in memory supply for enterprise storage before 2028.

IDC · made Sep 10, 2026 · target Dec 2027 · Open

IDC does not expect any meaningful relief before 2028.
IDC, IDC press release: Worldwide External Enterprise Storage Systems Market Grows 33.6% in Q2 2026

The prediction

Who
IDC
Made
Sep 10, 2026
Target
Dec 31, 2027 (stated as "before 2028")
Status
Openin 15 months
Source
IDC press release: Worldwide External Enterprise Storage Systems Market Grows 33.6% in Q2 2026 Primary: their own words
Topics
Data,Compute

More from IDC

Prediction
By 2028, 42% of the world's largest companies will have rationalized their entire agent and app portfolio.Open · target Dec 2028
Asia/Pacific AI and GenAI spending will grow from $121.5 billion in 2025 to $555.2 billion by 2030.Open · target Dec 2030
European AI spending will reach nearly $470 billion in 2030.Open · target Dec 2030
The global AI infrastructure market will pass $1 trillion by 2029.Open · target Dec 2029
AI infrastructure spending will reach $487 billion in 2026, up about 53%.Open · target Dec 2026
Agentic AI will exceed 26% of worldwide IT spending, about $1.3 trillion, in 2029.Open · target Dec 2029
Agentic automation will enhance more than 40% of enterprise applications by 2027.Open · target Dec 2027
Agent use at the world's 2,000 largest companies will rise tenfold by 2027, with token and API loads up a thousandfold.Open · target Dec 2027
More than one billion AI agents will be actively deployed worldwide by 2029.Open · target Dec 2029
Companies without AI-ready data will suffer a 15% productivity loss by 2027.Open · target Dec 2027

Related predictions

Prediction
By the end of 2030 each leading lab will have compute to run hundreds of millions of human-level AIs.Open · Unverified · Noam Brown · target Dec 2030
At least two countries will turn data-center ratepayer protection into tariffs or equivalent obligations in 2027.Open · Forrester · target Dec 2027
Snowflake product revenue for fiscal 2027 will be about $6.07 billion, up 36%.Open · Snowflake · target Jan 2027
Nvidia revenue for the third quarter of fiscal 2027 will be about $108 billion, plus or minus 2%.Open · Nvidia · target Oct 2026
China will have 30 gigawatts of AI compute or less in 2028.Open · Unverified · Dylan Patel · target Dec 2028
By the end of 2027 half of the world's incremental new compute will go to Anthropic and OpenAI.Open · Unverified · Dylan Patel · target Dec 2027

Sources: the source linked on each prediction, checked weekly; outcomes judged on the evidence linked. Logos via logo.dev; trademarks belong to their owners.

New predictions by email

Mondays, only in weeks with new predictions about data, AI and tech or ones coming due.

Double opt-in. Unsubscribe any time.