Memory currently accounts for 47% of the capital expenditures for major cloud providers, and this allocation is expected to climb to 68% by 2027. A key factor in this financial shift is the rapidly increasing cost of storage hardware. TrendForce forecasts a 35% increase in enterprise SSD prices during the second half of 2025, which will ultimately result in a projected 235% cumulative price rise by 2026. Amid these escalating industry costs, Filecoin stands in a unique position because it operates on hardware that was deployed before this pricing surge even began.