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About Me

Brad Johns is currently the President of Brad Johns Consulting LLC. His firm provides analysis and consulting to help computer storage companies and end-users with their marketing  and strategy needs.

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Providing experienced consulting and analysis to help computer storage companies and end-users with their  marketing and strategy needs.

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The Impacts of Generative AI on Enterprise Data – August 2024


This is the second paper I co-authored with John Monroe of Further Market Research. GenAI is the hottest topic in technology today. One of the industry leaders, ChatGPT exceeded 100 million users in less than three months after its introduction in November 2022. Never have we seen such dramatic growth and broad impact across widely different industries.
We interviewed five industry experts in diverse industries: scientific research, video surveillance, media and broadcast, and government records. We also spoke with a corporate vice president tasked with discovering AI startups ripe for investment, a consultant with extensive experience in high-performance computing (HPC) environments, and a senior researcher at a large corporation and focused on three key questions:


1. Major uses of GenAI: Which applications? How deployed?
2. Database size and annual growth rate before GenAI/after GenAI.
3. If there is a definitive difference, what causes the difference


We then projected enterprise storage shipments for HDDs, SSDs, tape storage, and emerging technologies through 2050. We estimate that while GenAI accelerates storage shipments and install base through 2030 with an annual shipment growth of 27.5% (2026-2030), it slows significantly to single-digit growth in the 2036-2050 period. A few factors reduce the growth rate, including the ability of the storage industry to supply the enormous quantities of storage devices needed, the utilization of GenAI to delete unneeded data, and the customer CFO’s unwillingness to continue to spend ever-growing amounts on storage technology. The white paper can be accessed at this link.

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