Dave Verburg is a Senior Technical Staff Member at IBM responsible for storage device strategy and quality. He has been with IBM since 1991, starting in disk drive manufacturing, and spending the last 15 years of his career working with HDD and SSD quality and technology. Dave has presented to IEEE, at conferences including FMS, and at the Manufacturing Leadership Council while receiving an ML100 award in 2019. Dave received a MS in Electrical Engineering from the University of Minnesota in 1996 and received a BS in both Electrical Engineering and Computer Science from the South Dakota School of Mines and Technology in 1991. Dave is an active volunteer, helping with computer systems and mentoring for the youth at his church and teaching robotics to school children. Dave also can speak both Spanish and Mongolian and uses his language skills to help Samaritan's Purse Children's heart project as they provide life changing surgery for children.
The storage industry is entering a period of rapid transformation as near line HDDs, QLC SSDs, and emerging high capacity solid state alternatives respond to unprecedented pressures from AI and tightening global supply. AI inference workloads are generating massive volumes of warm and cold data, driving severe near line HDD shortages with lead times now exceeding 52 weeks, with users locking in drive supply more than a year in advance at times. This shortage, coupled with limited HDD manufacturing expansion is causing hyperscalers to accelerate the adoption of high capacity SSD solutions even for cold data tiers. As a result, AI driven demand and supply chain constraints are reshaping the near line segment, with HDDs expected to remain a key part of the landscape for the near term, but as QLC capacity grows, will there be “Near Line Killers” that displace HDDs? We will examine the trade-offs and trends and discuss possible scenarios for future.
The circular economy for storage devices—centered on reuse, refurbishment, and recycling—has become increasingly critical as global data demand accelerates. Explosive growth in cloud computing, AI workloads, and edge systems continues to drive unprecedented consumption of both solid state and magnetic storage. As device volumes expand, so does the urgency to mitigate environmental impact and reduce reliance on finite raw materials. In particular, the scarcity and geopolitical vulnerability of rare earth elements and critical minerals used in storage components are pushing the industry toward more sustainable, resource efficient models. We will discuss recent advancements in circularity, including rare earth recovery, and ways that the industry can partner to be more efficient in all aspects of circularity.