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320

Great, now storage is going to get more expensive. Again. yay.

Archive: https://archive.today/1ClBI

From the post:

>The computing market is absolutely ablaze with AI-driven growth. Regardless of how sustainable it might be, companies are spending untold amounts of wealth on hardware, with most headlines revolving around GPUs. But the storage market is also under pressure, especially hard drive vendors who purportedly haven't done much to increase manufacturing capacity in a decade. TrendForce says lead times for high-capacity "nearline" hard drives have ballooned to over 52 weeks — more than a full year.

Great, now storage is going to get more expensive. Again. yay. Archive: https://archive.today/1ClBI From the post: >>The computing market is absolutely ablaze with AI-driven growth. Regardless of how sustainable it might be, companies are spending untold amounts of wealth on hardware, with most headlines revolving around GPUs. But the storage market is also under pressure, especially hard drive vendors who purportedly haven't done much to increase manufacturing capacity in a decade. TrendForce says lead times for high-capacity "nearline" hard drives have ballooned to over 52 weeks — more than a full year.

(post is archived)

[–] • 1 pt

I should have seen this coming. The training data sets especially are huge. For the LLMs they are trying to scrape every piece of text available online. Then they have to store it all. These companies’ stocks started taking off around mid year 2025. Western Digital has roughly doubled from what it was valued at at the start of the year.

This has probably been all over the business news for months already. It could keep going for a while, but the AI bubble is currently deflating so it’s risky to invest in now.

[–] • 0 pt (edited )

Yeah, I feel like a moron for not realizing it sooner. I wanted to increase the storage in my NAS but depending on prices I might have to put it off for a little while.

It would have been a GREAT time to invest in some stocks too though.

Time will tell.