$Sandisk(SNDK.US)$Micron Tech(MU.US)The demand for computing power inherently has a ceiling. There will only be a few winners in the large model race, and the demand for GPUs, CPUs, and TPUs will definitely peak...$Meta Platforms(META.US) renting out computing power externally is not surprising, but the demand for storage is limitless, without a ceiling. As companies pursue continuous performance growth, they need to constantly increase storage capacity; there's never enough storage.