When the physical storage of the data center can't keep up with the "AI faith", the storage "super cycle" has already begun.

Wisdom Financial APP learned that in the unprecedented "AI computing power competition" closely related to the accelerated global expansion and AI training/inference infrastructure, Wall Street giants like Morgan Stanley have declared that the "storage super cycle" has arrived. The surge in demand for enterprise storage drives has driven up the stock prices of data storage giants such as Seagate (STX.US), SanDisk (SNDK.US), and Western Digital (WDC.US) by over three digits this year, significantly outperforming the US stock market and even the global stock market.