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245TB Micron 6600 ION Data Center SSD Now Shipping

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Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#161
post #7

Earlier quoted context omitted.

They haven't released details but I was able to find a Solidigm D5-P5336 122.88TB drive for around 40,000 USD, as a guideline. So ... more than that.

I was quoted $18K for a 3.7 TB Dell NVMe disk the other day. I'm gonna guess these drives are literally a quarter million each

Various Dell prices from the US website:

  3.84TB SSD SAS ISE, Read Intensive, up to 24Gbps 512e 2.5in with 3.5in HYB CARR, AG Drive 
  Dell Price $8,825.13 /ea.

  3.84TB SSD SATA Read Intensive 6Gbps 512e 2.5in Hot-plug AG Drive,3.5in HYB CARR, 1 DWPD 
  Dell Price $7,893.91 /ea.

  3.2TB Enterprise NVMe Mixed Use AG Drive U.2 with carrier 
  Dell Price $6,596.39 /ea.
I don't see a 'write intensive' option (I only looked around for a few minutes), but I can imagine them being 2-4x those prices.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#162

Earlier quoted context omitted.

> Market is forcing people to become renters than buyers and there is no force countering that idea. The doomerism surrounding this topic is wild. Gas prices have also gone up recently, but I don't see the same claims about how it's the end of personal vehicles, that the prices are never coming down, or that we're all becoming renters instead of buyers. Saying that there isn't a force countering this is peak doomeris…

If you don't see people talking about the "end of personal vehicles", it could just be that you haven't looked very hard. It's intuitively obvious to a lot of people that the era of personal, wholly owned transportation is waning. A lot of people seem to miss the second clause of that old "you'll own nothing" phase, the part where most people are happy about it! When vehicles drive themselves, and there's a large eno…

If this was really an economically viable plan, we’d all just take taxis everywhere.

And some do. Most don’t, for the same reasons self driving doesn’t matter.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#163
post #81

Meanwhile I'm still dreaming about any consumer and affordable 32TB or even 16TB portable SSD. Innovation and market for consumers are going backwards. Funny thing is that one of the best you can get is the Crucial (Micron) 8TB one but even that one gets more expensive. I have the feeling it will be gone completely soon.

The prices aren't going down for large consumer drives because the market is so small, and because the AI DC market is swallowing up everything. There's little demand from your average consumer to have 30TB of storage, let alone specifically SSDs. The average user doesn't have that much data, and if they do a HDD is fine for any practical purpose. Despite the recent AI bubble you can still buy HDDs in the tens of TBs…

Your Aunt Debbie recorded 37TB of video last year on her iphone and had to delete most of those precious memories to save space for bacon jesus memes.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#164

Earlier quoted context omitted.

It's not a market failure, it's just supply and demand. There are many computer components competing for the same resources (fabs, wafers). Demand for GPUs, RAM etc. has increased a lot due to AI, but supply is still the same due to new fabs being huge investments that take years to build. Of course the price goes up.

This was avoidable. Over $100B of new production capacity in the US alone has been in the works for years. The usual "environmental and community concerns" lawsuits and activism that plagues building in the US has delayed almost every single one of these projects by multiple years. NIMBYs and degrowth activists own this particular "market failure". The companies have been trying to invest in capacity ahead of demand…

Are the NIMBYs in South Korea blocking Samsung too? If not, then the root cause can't be that.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#165

Earlier quoted context omitted.

I think it's really easy to blame one or another specific group for the "market failure" but the reality is that if there were 100B worth of capital looking for 1T worth of gross over 10 years there would be a lot of places that would welcome that kind of spending. I think it's probable that in specific places there's been push back, and those places are probably where the work was historically concentrated. But if t…

It is happening to production facilities across the US. Both new production facilities and expansion of existing facilities. The locale doesn't seem to make a difference. As with the sudden inexplicable "concern" about data center construction, I don't think this activism is organic.

You find populism in the US inexplicable in 2026? Where have you been for the past 18 years? You get instant political capital by framing anything as elites vs the common man, and the tech company billionaires cannot escape that "coastal elite" label, or hide that they want to build more data centers.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#166
post #94
post #86

We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.

You were not are renter in 2021 when NVMe were same price as now by TB, stuff is just becoming more expensive on market shortages. Last half year ate up three to four years of earlier price regression, that's about it. As long as this plateaus here, as prices did for last 4 months, that's just the new equilibrium where it has the chance to get better again, would no be all doom and gloom about personal computing yet.

The dollar is losing value, we cant hit equilibrium, it will always cost more dollars. And that is assuming the mfg are not price maximizing (they are).

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#167

Earlier quoted context omitted.

It's not a market failure, it's just supply and demand. There are many computer components competing for the same resources (fabs, wafers). Demand for GPUs, RAM etc. has increased a lot due to AI, but supply is still the same due to new fabs being huge investments that take years to build. Of course the price goes up.

> There are many computer components competing for the same resources (fabs, wafers). That's a bit off the mark. Processors, RAM, and flash memory each require their own specialized fabs. TSMC makes processors but not DRAM or NAND flash. Kioxia makes flash only. Samsung has all three types of fabs. Micron does DRAM and NAND, in different fabs. The increase in SSD prices is not because there are many components compet…

I mostly agree, but if you go further back in the supply chain there are a number of common inputs/tools. For example, as 2025 the new LPDDR lines are using EUV systems, which means for new fab production both DRAM and logic producers are competing for machines from ASML.

It doesn't change your point that these lines are different and the immediate price spike is not about them competing for capacity in the same facilities, but the fact that manufacturers are committing to large enough future purchases to drive new fab construction means that future pricing outlook (which does impact the current prices to extent) does involve some amount of competition between different types of semiconductor products.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#168
post #95

Earlier quoted context omitted.

Ug. I picked up a 16TB hard disk last year for about $250. Went looking for another one last month and the same disk is about $500. Painful.

At least the fun part with these situations is that the prices of old crap goes up and I can sell that old crap I have for actual $. I remember selling some ancient GPUs that I was going to throw away during one of the previous booms.

Indeed. Now...where did I put that pile of PC3 memory...

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#169

Earlier quoted context omitted.

I find it very odd that there is so much faith in "innovation" (and probably "economies of scale"). there is no sign of any impending breakthroughs that would change flash economics much. slc-mlc-tlc-qlc was very nice but plc will not happen. layer-based flash was also nice but it is ultimately linear (more layers, more cost, lower yield). dimensional shrinks are already stalled because of a tragic electron shortage…

I'm still pining for Optane to make a comeback.

Didn't help that they used "Optane" for two very different products. I agree on the good one though !

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#170
post #133

Earlier quoted context omitted.

It's not a market failure, it's just supply and demand. There are many computer components competing for the same resources (fabs, wafers). Demand for GPUs, RAM etc. has increased a lot due to AI, but supply is still the same due to new fabs being huge investments that take years to build. Of course the price goes up.

We saw this during the pandemic when everyone wanted to purchase bicycles. Shimano (they make bike transmission parts and brakes) saw a huge increase in demand. Shimano didn't want to invest into new factories as they assumed the demand was a temporary spike. I'm pretty sure this is what is happening currently with RAM, SSD's and processors. New fabs are coming on line, and Apple is looking at both Intel and Samsung…

I don't get this, is there a world where we need fewer cpu/ram/ssds in the future?

Like, there's so many things that could benefit from a cheap processor involved in their operation, the growth seems effectively unlimited.

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