#AI shares continue to rise—what other investment opportunities are there?
AI’s “bill” is shifting from GPUs to storage.
TrendForce on September 23 said that AGI and Agent AI are driving North American cloud service providers to urgently place additional enterprise SSD orders. A structural shortage has emerged in high-end storage; based on the current procurement pace, the order volume in the fourth quarter may further exceed the already elevated third quarter.
The consumer side is affected: PC and smartphone demand remains weak, and capacity is being prioritized for higher-margin enterprise products. In our view, this round of shortages is more likely to continue beyond Q4; if the consumer side recovers at the same time, the divergence may then narrow.
$NVDA $META $AMD
AI’s “bill” is shifting from GPUs to storage.
TrendForce on September 23 said that AGI and Agent AI are driving North American cloud service providers to urgently place additional enterprise SSD orders. A structural shortage has emerged in high-end storage; based on the current procurement pace, the order volume in the fourth quarter may further exceed the already elevated third quarter.
The consumer side is affected: PC and smartphone demand remains weak, and capacity is being prioritized for higher-margin enterprise products. In our view, this round of shortages is more likely to continue beyond Q4; if the consumer side recovers at the same time, the divergence may then narrow.
$NVDA $META $AMD