IDC: External Storage Market Up 33.6% to $10.3B in Q2 2026

External OEM enterprise storage revenue hit $10.3 billion in Q2 2026, up 33.6% year over year, the second-highest quarter on record. The server market set a record $166.3 billion (+52%), led by Dell Technologies, as NAND and DRAM shortages and AI infrastructure demand drive growth.

• All-flash arrays: $5.4B (+42.9%), 52.1% of the market
• High-end systems above $250K surged 90.6% to $2.7B
• Dell leads with 23.8% share and 42.5% growth
• Server market hits record $166.3B, up 52% YoY