Annie 所长|10月 31, 2026 09:08
OpenAI's CEO, Ultraman, was busy even over the weekend. Today, he met with 50 senior executives from Samsung in Yongin, South Korea—heads of all business lines were present. Why? Because AI is lacking storage!
Data centers are poised for a 5-10x expansion, and storage is the most crucial component, accounting for one-third of costs!
Micron's cumulative revenue is projected to be $800-1.3 trillion from 2026-2031, Samsung's $1.5-1.7 trillion, and SK Hynix's $1-1.35 trillion.
Don't be fooled by the current sharp drops: MU → 1588, SK Hynix → 242, Samsung → +115%—it's just a matter of time!
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