Yesterday, Jensen Huang said, 'In terms of storage, this is currently a completely untapped market. It’s a market that has never existed before, and it’s very likely to become the world’s largest storage market, essentially carrying the working memory of global AI.' This statement triggered a surge in the storage sector last night—SanDisk shot up nearly 30%, while Micron and Seagate both gained almost 10%. With the widespread adoption of multimodal AI (including text, images, and video), the amount of data generated will grow exponentially, driving the continuation of the hardware spending cycle. The logic is shifting from 'buying shovels (GPUs)' to 'building warehouses (storage and hardware).' The explosion of AI inference demand and the exponential growth of multimodal data, according to Jensen Huang, means storage is no longer just a container for data but a critical 'working memory' in the AI computation flow.