Market Brief · 2026 · Investor Edition
Computational Storage Market.
IN-SITU COMPUTE / NVMe / PCIe
Why data-center compute is moving into the storage tier — and where the next decade of infrastructure spend creates opportunity.
Forecast size · 2030
CAGR · 2024–2030
Fastest region
$17.82B
15.5%
Asia-Pacific
up from $6.50B in 2023
primary forecast — three-source triangulation
NA leads today at 41% share (2025)
Executive summary
Storage devices are absorbing routine compute — compression, search, query, AI pre-processing — so less data has to round-trip between SSD and CPU. The result: lower latency, smaller data-center power envelopes, and a category that bridges memory-tier NAND and accelerator silicon. Three independent forecasts disagree on scope but converge on direction: the market is opening, not peaking.
© 2026 Next Move Strategy Consulting · Computational Storage Market · For internal and investor use
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02 · Market landscape
Where the market stands. Three independent forecasts disagree on scope — but converge on direction. Below: a primary trajectory, two cross-checks, and where the demand is geographically rooted.
Primary (Next MSC)
Global market trajectory · USD billions
MarketsandMarkets Spherical Insights
Regional split
By component
Ecosystem & architecture
North America leads today
Software is growing fastest fastest
Standards are catching up up
Asia-Pacific is the fastest-growing — consensus across both secondary sources.
Software layer outpaces hardware in the secondary forecast; fixed-tier CS leads 2025 share.
NVMe added a computational-storage feature in 2024 — still narrowing what counts as in-scope.
North America
Hardware
Asia-Pacific Europe
41% fastest mid
Software
IN-DEVICE / IN-SITU
33.6%
Compute runs on the storage controller itself
fastest CAGR 2026–2032 · M&M
Services MEA & LATAM
baseline tier
integration & ops
emerging
NEAR-DEVICE
Compute adjacent to media — Fabricattached accelerators
HOST-ORCHESTRATED
Host CPU dispatches jobs to storage peers
© 2026 Next Move Strategy Consulting · Sources: Next MSC primary report; MarketsandMarkets & Spherical Insights cross checks
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03 · Demand & opportunity
What's pulling the market forward. Six demand drivers map directly onto where investment is concentrating — plus the workload shifts that pull compute closer to data.
01
02
03
AI & ML inferencing
Data volume & IoT
Hyperscale build-out
Compute runs closer to data so models don't sit on round-trips to host memory.
Global data is set to hit 175 ZB by 2025 — 90 ZB from IoT alone.
Cloud & hyperscalers absorb programmable storage faster than retrofitted enterprise can.
LOWER LATENCY · HIGHER THROUGHPUT
175 ZB · 90 ZB IoT · NEXT MSC
PRIMARY ANCHOR DEMAND
04
05
06
Standards arrive
Software layer maturity
Near-data processing
NVMe added a computational-storage feature in 2024, narrowing scope debates.
Software & tooling projection highest CAGR — 33.6% (2026–2032) per MarketsandMarkets.
Removes CPU & network bottlenecks — fewer bytes travelling downstream of storage.
NVMe 2.x COMPUTE FEATURE
SOFTWARE · 33.6% CAGR
BANDWIDTH · CPU OFFLOAD
Spotlight · Asia-Pacific
The fastest horizon for new spend. Both cross-check sources flag APAC as the highestgrowth region — hyperscaler build-outs in Korea, Japan, Singapore and India are pulling demand for in-situ compute and pre-processing silicon. Edge AI inference WP01
WP02
Telco & industrial sites favour local processing — bandwidthconstrained first adopters.
Real-time query & DB acceleration In-storage filters and joins shrinking analytic query dwell time.
Security & encryption at-rest WP03
Reduce plaintext exposure by running cryptographic compute on the device itself.
© 2026 Next Move Strategy Consulting · Drivers & opportunities based on Next MSC report and MarketsandMarkets segmentation notes
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04 · Competitive scenario
Who's building the stack. The stack spans drives, controllers and silicon IP, plus the software layer that ties them to host systems. Ten named companies, three layers.
Layer 01
Layer 02
Layer 03
Drive & module makers
Controllers & silicon IP
Software & cloud stacks
Samsung
KR · SAMSUNG
Intelligent storage + compute integration; ships early programmable SSDs.
Western Digital
Marvell
US · MRVL
IL · SW
Storage/compute silicon — Aug 2026 launched Bravera SC6 PCIe 6.0 SSD controller.
Software acceleration stack — storageprocessor coordination for cloud DB & AI.
Arm
NETINT
US · WDC
May 2025 — qualified SSD partners Phison & ScaleFlux into its platform.
Seagate
UK · CPU IP
CA · ACCEL
Processor IP embedded into storagecontroller subsystems and edge CS modules.
Computational storage — интегrated codec & transcoding pipelines at media tier.
Eideticom
NGD Systems
US · STX
AI-storage roadmap positioning with HAMR/Mach.2 leadership.
CA · NDP
Near-data processing platform — FPGAbased acceleration for storage compute.
ScaleFlux
Pliops
US · CS HW
Computational-storage hardware platform — embedded ARM-driven Newport drives.
US · CS DRIVES
Computational SSD + memory tier tuned for AI data pipelines.
Strategic moves to watch
Three named signals define where capital is mobilising.
MAY · 2025
AUG · 2026
2024 · STANDARDS
Western Digital qualifies ScaleFlux & ScaleFlux & Phison
Marvell ships Bravera SC6 controller controller
NVMe adds a CS feature
WDC expanded its open-platform support, signalling that storage-vendor lock-in is yielding to ecosystem play with computational SSD partners.
Marvell's PCIe 6.0 SSD controller brings hardware hooks designed for AI infrastructure and computational-storage workloads.
© 2026 Next Move Strategy Consulting · Company set drawn from Next MSC primary report; HQ data verified via MarketsandMarkets
NVM Express explicitly added computational-storage commands to its specification — narrowing what counts as in-scope.
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05 · Get in touch
Thank you. For deeper segmentation, country-level forecasts and competitive intelligence, request the full Computational Storage Market report — or talk to the analysts who built it. gen-dedup-06ea1723ddf57d242d35cc1fdff8dff1.png
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