2 stories
AI data centers have spent heavily on faster accelerators, denser racks and liquid cooling to keep that hardware running. The data pipeline that feeds those processors has not kept up, and expensive compute ends up waiting on memory and storage.
AI factories run on graphics processing units that cost a fortune and work at blistering speed, yet those chips increasingly sit idle waiting for data. As the bottleneck moves from compute to memory and storage, NAND flash is being asked to do far more than hold files.
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