Samsung Stock: New AI SSD Enters Mass Production for Nvidia’s Vera Rubin

TLDR

• Samsung has started mass production of its PM1763 enterprise SSD, built for Nvidia’s upcoming Vera Rubin AI platform
• The drive runs on PCIe 6.0 and delivers read speeds up to 28,400 MB/s — more than twice its predecessor
• Samsung holds a 35% share of the enterprise SSD market as of Q1 2026, ahead of SK Hynix, Micron and Kioxia
• Enterprise SSD revenue hit a record $18.46 billion in Q1 2026, up 86.1% quarter-over-quarter
• Samsung reported preliminary Q2 operating profit of 89.4 trillion won ($58.4B), up from 4.68 trillion won a year earlier

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Samsung has started mass production of the PM1763, its latest enterprise solid-state drive, designed to slot into Nvidia’s (NVDA) Vera Rubin AI platform expected to launch later this year.

The announcement came Wednesday. Samsung stock was trading at 288,500 KRW (around $190) on the South Korean exchange, down 2.53% on the day.

Samsung Electronics Co., Ltd., SMSD.L

The PM1763 runs on PCIe 6.0, which doubles the data transfer bandwidth of PCIe 5.0. The 16TB model delivers sequential read speeds of up to 28,400 MB/s and write speeds of up to 21,900 MB/s — roughly twice the performance of its predecessor, the PM1753.

The drive is available in 4TB, 8TB, and 16TB capacities.

It’s powered by Samsung’s latest V-NAND flash memory and a newly developed 4-nanometer controller. The drive also supports liquid-cooled server environments — increasingly standard in power-hungry AI data centers.

Samsung says the PM1763 improves power efficiency by more than 1.8 times versus the previous generation. That’s a meaningful number for operators running large-scale AI workloads.

Security gets an upgrade too. The drive includes encryption built to resist future quantum computing threats and adds safeguards for virtualized data pathways.

Samsung first showed off the PM1763 at Nvidia’s GTC 2026 conference in March, where it also disclosed plans to supply HBM4 memory and SOCAMM2 modules for Vera Rubin. The company is positioning itself as a full-stack memory supplier for the platform.

Samsung Leads Enterprise SSD Market

Samsung held 35% of the enterprise SSD market in Q1, according to TrendForce. SK Hynix, Micron (MU), Kioxia, and SanDisk followed behind.

Enterprise SSD revenue hit a record $18.46 billion in Q1 2026, up 86.1% from the prior quarter. TrendForce pointed to cloud provider demand and the rise of AI agent services as the main drivers.

Faster storage has become a bottleneck issue for AI infrastructure. GPUs need a steady flow of data from storage, and higher SSD performance helps reduce delays in AI training and inference workloads.

Strong Preliminary Q2 Numbers

Samsung reported preliminary Q2 operating profit of 89.4 trillion won ($58.4 billion). That’s up from 57.2 trillion won in Q1 and a sharp jump from just 4.68 trillion won in Q2 2025.

Preliminary revenue came in at 171 trillion won ($112.3 billion), compared with 133.87 trillion won in Q1 and 74.57 trillion won in the year-ago quarter.

Samsung’s stock has gained 147% in 2026, according to Benzinga, with the company’s chairman among the largest wealth gainers of the year.

Benzinga Edge Stock Rankings show the stock with positive price trends across short, medium, and long-term timeframes at the time of writing.

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