Samsung Mass Produces SSDs for NVIDIA Vera Rubin

According to Samsung Electronics, the company has officially begun mass production of its most advanced data center solid-state drive (SSD), the PM1763, which is set to power NVIDIA's upcoming Vera Rubin AI computing platform. The new enterprise SSD is designed to deliver significantly faster data access and lower latency for next-generation AI training and inference workloads.

Samsung first introduced the PM1763 earlier this year during NVIDIA's GTC developer conference, where it was showcased alongside the company's next-generation HBM4 (High Bandwidth Memory) and low-power SOCAMM2 memory modules. Together, these products form Samsung's integrated hardware portfolio aimed at supporting the growing performance demands of AI data centers.

The announcement comes as investor interest continues to shift across the semiconductor sector. While Samsung's shares remained largely unchanged following the announcement, competitors SK hynix and Kioxia each recorded gains of more than 4%. Market analysts attribute the volatility to investors rotating toward AI-related semiconductor companies with greater upside potential while taking profits from stocks viewed as fully valued.

In a statement released on July 8, Samsung said the PM1763 combines its latest V-NAND flash memory with a newly developed 4nm SSD controller, enabling sequential read and write speeds that are more than twice as fast as those of the previous-generation enterprise SSD.

The company said the PM1763 is engineered to minimize data latency between advanced processors and AI accelerators, helping improve overall system efficiency during large-scale AI training and inference. To maintain stable performance under intensive workloads, the SSD also incorporates a liquid-cooling thermal management system, enhancing heat dissipation in high-density data center environments.

As AI infrastructure continues to expand, high-performance enterprise SSDs are becoming increasingly important for reducing storage bottlenecks and maximizing accelerator utilization. By combining advanced NAND technology, a 4nm controller, and liquid-cooling capabilities, Samsung aims to strengthen its position in the rapidly growing AI storage market.

According to market research firm TrendForce, Samsung held the largest share of the enterprise SSD market in the first quarter of the year with 35%, followed by SK hynix, Micron Technology, Kioxia Holdings, and Kioxia's strategic partner SanDisk. The ranking highlights the intense competition among leading memory manufacturers as demand for AI-optimized storage solutions continues to accelerate.