The current market is highly fragmented. After the non-farm payroll data was released, risk assets such as gold and BTC fell across the board, but the U.S. storage sector rose against the trend.
The fundamental reason is that AI large models cannot function without storage. Dell’s AI server backlog is about $95 billion, and demand continues to squeeze into memory and flash storage, leaving the market undersupplied. Last year, when I was building a PC, two 16G memory sticks cost less than 1,400 yuan; now a single DDR5 16G stick costs 2,059 yuan, nearly tripling in price in a year.
The non-farm report hit “risk assets,” but it can’t knock down the hard currency of “out-of-stock price increases”! 1520 is really a solid low. $sndk
The fundamental reason is that AI large models cannot function without storage. Dell’s AI server backlog is about $95 billion, and demand continues to squeeze into memory and flash storage, leaving the market undersupplied. Last year, when I was building a PC, two 16G memory sticks cost less than 1,400 yuan; now a single DDR5 16G stick costs 2,059 yuan, nearly tripling in price in a year.
The non-farm report hit “risk assets,” but it can’t knock down the hard currency of “out-of-stock price increases”! 1520 is really a solid low. $sndk
