北冥BTC(卦)|Jun 28, 2026 01:15
Apple's CEO and Musk both came out saying 'storage is too expensive.' Looks like internal conflicts in AI hardware are starting to surface. AI hardware has generated over $600 billion in profits, with NVIDIA taking over $300 billion and Korea's 'Big 3' storage companies taking over $200 billion. So far, all the money in AI has been made by the ones selling the shovels, and the clients are clearly not happy about it. Let’s see how things develop—will AI keep blindly selling shovels, or will it wait for the market to deliver returns before moving forward? Let’s watch and see!
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