US Large-Scale Data Center Pipeline Could Lift Demand for Memory and Enterprise SSDs
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TradingKey estimates that the United States has about 90 operational data centers with more than 100 MW of electrical capacity. It projects that the count could reach roughly 280 by 2030 if all currently planned projects are delivered, framing the expansion as a potential driver of demand for DRAM, HBM, NAND and enterprise SSDs.
- TradingKey estimates that about 90 US data centers above 100 MW of electrical capacity are operational.
- The count could reach roughly 280 by 2030 only if all currently planned projects are delivered.
- The article cites about US$7 trillion of expected technology-company data-center investment by 2030, not investment already made.
- More than US$1.5 trillion of cited data-center lease agreements includes commitments not yet in force.
- Micron’s exposure spans DRAM, HBM and NAND; SanDisk is focused on NAND and enterprise SSDs.
- Power availability and project execution remain key constraints on translating planned capacity into hardware demand.
TradingKey’s market analysis places the US AI-infrastructure build-out at the center of an expected increase in demand for server memory and enterprise storage. The article cites an estimate of around 90 operational US data centers with electrical capacity above 100 MW and says the total could rise to approximately 280 by 2030, conditional on all planned projects being completed.
The analysis also cites expected technology-company investment in data centers of about US$7 trillion by 2030. Separately, it says Amazon, Microsoft, Alphabet and Meta have signed more than US$1.5 trillion in data-center lease agreements since the start of the AI boom. That lease figure includes commitments that have not yet taken effect and should not be treated as current lease expense or operating capacity.
Against that backdrop, TradingKey compares Micron and SanDisk as potential beneficiaries of AI-related infrastructure demand. Micron is exposed to DRAM, HBM and NAND, while SanDisk is focused on NAND and enterprise SSDs. Micron reported strategic customer agreements covering about 20% of DRAM shipments and around one-third of NAND shipments, according to the article. SanDisk reported eight NBM agreements, which the article characterizes as providing a degree of support for future shipments.
The article’s comparative table lists Micron FY2026 Q3 revenue of US$41.456 billion, including US$25.293 billion from cloud memory and core data-center businesses, or about 61.0% of total revenue. For SanDisk, it lists FY2026 Q3 revenue of US$5.950 billion and data-center revenue of US$1.467 billion, or about 24.7% of revenue; the data-center figure was stated as up 233% quarter on quarter and 645% year on year.
For data-center operators and infrastructure investors, the central issue is execution rather than the headline pipeline alone. If the planned large-scale campuses materialize, demand could extend beyond compute hardware into memory and enterprise storage. However, planned facilities and projected investment are not commissioned capacity or incurred CAPEX. The eventual effect will depend on delivery of projects, grid and power availability, hyperscaler spending rates, and the balance of supply and demand across memory markets.
The projected build-out points to a sizeable but still partly uncommitted demand pipeline for data-center IT infrastructure. If projects advance, memory and storage suppliers could see higher demand, although the outcome will depend on project execution, power availability, hyperscaler capital spending and memory-market supply conditions.
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