Counterpoint Research stated that the storage market has entered a 'super bull market,' with current market conditions surpassing the historical highs of 2018. The surge in demand for AI and server capacity has driven suppliers' bargaining power to historic highs. It is anticipated that storage prices will rise by 40%–50% in the fourth quarter of 2025, followed by an additional 40%–50% increase in the first quarter of 2026, with a further expected rise of approximately 20% in the second quarter.
