$FIL Always lacking storage → Storage is the "black land" of AI. A 7B model + LoRA fine-tuning set + hundreds of billions of tokens dataset ≈ 50TB;

100,000 open-source models = 500PB, equivalent to 5 AWS S3

In one sentence, storage is not about "storing movies," but about storing "all of humanity's AI memory."

Chips will be oversupplied, electricity will be tight, but storage will always be scarce—because once knowledge is created, it will never disappear, only grow exponentially.
So what do the big players do? They cut leeks, not to help you make money!