Postaus

AI is shifting from “bigger brains” to “longer lives.” And that makes storage just as important as compute. More efficient architectures may reduce HBM pressure—but they can unlock massive demand for NAND capacity as AI agents build longer histories, tool traces, and memories. World models amplify it further with video, rollouts, checkpoints, and cached context. Agents + world models = explosive storage demand. AI that never forgets could be the next big infrastructure trade. 🧠💾