AI depends on data. This data will need to be stored somewhere. Hard Disk Drives (HDDs) do most of the storing of world's data currently. SSDs (solid state/flash) carry the rest of the data.
https://blocksandfiles.com/2022/05/16/monday-gartner-hdd-ssd-numberfest/
Will AI need more HDD or SSD ? Or both and hence demand for both will go up ?
There are only few (like 3/4 ?) manufacturers of storage. STX, WD, Toshiba being the major ones. While their recent quarter revenues haven't yet shown any large demand related to AI and revenues haven't shown increase like that in NVDA revenue, wouldn't in the future they will have more AI driven demand ? like multiple times of current demand ?
If yes, how come these stocks are down ? recent revenues were down but isn't that like ignoring the potential demand from AI requirements ?
Or will AI become smart enough (learn using existing data) to require not much additional storage and thus there won't be much demand growth due to AI for storage?
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