Hard drives on backorder for two years as AI data centers trigger HDD shortage — delays forcing rapid transition to QLC SSDs

Manufacturers are struggling to meet the demand for AI data centers, leading to a two-year delay in delivery times for enterprise-grade HDDs. This shortage has prompted hyperscalers to shift to QLC NAND-based SSDs to avoid backorders. However, the surge in QLC NAND demand is causing its own shortage, potentially leading to a global rise in SSD prices. The scarcity extends to memory and storage components, with predictions that QLC NAND will surpass TLC in popularity by 2027. The situation reflects the rapid growth in AI investments but poses challenges for regular consumers facing electronics scarcity.