---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42359762.md"
description: "$Sandisk(SNDK.US)$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."
datetime: "2026-07-01T23:40:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42359762.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42359762.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42359762.md)
author: "[顺创投资](https://longbridge.com/en/profiles/15881744.md)"
---

# $Sandisk(SNDK.US)$Micron Tech(MU.US)The demand for…


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## Comments (4)

- **涅槃重生 · 2026-07-02T02:01:30.000Z**: It's easy to imagine that South Korea is pouring so much money, could it be that decisions are made arbitrarily? It must be that a large amount of memory is still needed later.
- **睡觉致富 · 2026-07-02T00:58:29.000Z**: When Gemini is no longer an idiot, that's when we won't be short on computing power.
  - **顺创投资** (2026-07-02T01:01:43.000Z): Later, large companies' spending will mostly be on data storage generated by inference... The growth in computing power expenditure will slow down.
- **陆羽鸿渐 · 2026-07-01T23:46:54.000Z · 👍 1**: Musk's behemoth 1 was also renting out computing power before. This kind of thing isn't new. A company and OpenAI themselves lack computing power. For others, even if you have computing power, you might not necessarily have the strongest model. Admitting failure is indeed a good thing for Meta. Swit