Yesterday, Lao Huang said, "In terms of storage, this is currently a completely undeveloped market. This is a market that has never existed before, and it is likely to become the largest storage market in the world, essentially carrying the working memory of global AI." This statement triggered a surge in the storage sector last night, with SanDisk jumping nearly 30 points, and Micron and Seagate close to 10 points. With the proliferation of multimodal AI (including text, images, and video), the amount of data generated will grow exponentially, which will drive the continuation of the hardware spending cycle. The logic switch from "buying shovels (GPUs)" to "building warehouses (storage and hardware)." According to Lao Huang, the explosion of AI inference demand and the exponential growth of multimodal data mean that storage is no longer just a container for data, but a critical "working memory" in the AI computation flow.