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In this episode of Data Unchained, Molly Presley sits down with storage industry legend Tom Coughlin to break down the surge in global demand for NAND, DRAM, SSDs, and hard drives. AI is reshaping the storage market faster than anyone anticipated, and this conversation delivers the clearest look yet at what is happening, why it happened, and what enterprises can do about it. Tom and Molly dive deep into pricing spikes, long lead times, supply chain pressures, workflow strategies, data movement challenges, and the new architectural patterns emerging as AI continues to consume storage at historic levels. If you are responsible for data infrastructure, AI readiness, cloud strategy, or capacity planning, this episode is essential. Timestamps 00:00 Intro to Data Unchained 00:14 Why data is now fully distributed 01:10 What the podcast covers and why it matters 02:00 Introducing guest Tom Coughlin 03:10 Tom’s background in memory and storage 04:20 The Future of Memory and Storage Conference (FMS) 06:00 Market trends in DRAM, NAND, HDD, tape, optical, and new media 09:10 AI as the driver of massive storage demand 11:20 Data centers in space and other emerging architectures 13:00 What triggered the current NAND shortage 15:15 Why supply chains cannot keep up 17:40 How hyperscalers changed the 2024 to 2027 market 19:15 DRAM shifting into high bandwidth memory 21:50 Why SSD pricing surged 24:00 How inventory gluts during COVID set the stage 26:15 Lead times and why quotes are expiring faster than ever 28:40 Impact on enterprises and smaller buyers 31:10 How to extend existing storage life 32:25 Deduplication, compression, copy reduction 34:00 Extending device life through degraded mode 36:20 Using cloud NVMe and GPU attached storage 38:00 Pooling and disaggregation with CXL 40:20 Architectural changes required for AI workloads 42:50 Tiering and why HDDs matter again 45:30 How AI shifts data lifecycle management 47:00 New memory tiers and hybrid architectures 49:40 Predicting how long shortages may last 52:20 What CES revealed about AI in consumer products 54:00 Agentic systems and the future of automation 56:10 Risks and opportunities in augmented intelligence 58:00 Technical groups and conferences to watch 59:30 Where to find Tom Coughlin’s research 01:00:18 Closing thoughts Powered by Hammerspace Cyberpunk by jiglr | / jiglrmusic Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported License https://creativecommons.org/licenses/... #DataUnchained #MollyPresley #TomCoughlin #Hammerspace #DataStorage #NANDShortage #DRAM #SSD #HDD #FlashStorage #MemoryTechnology #AIInfrastructure #CloudComputing #EnterpriseIT #DataCenters #CXL #StorageArchitecture #TechLeadership #HighBandwidthMemory #FutureOfStorage #DigitalInfrastructure #DataMobility #AIWorkflows #TechPodcast