> "If NVIDIA's Vera Rubin ships tens of millions of units, each requiring over 20TB of SSD, it will consume approximately 20% of last year's global NAND production capacity

https://www.pcgamer.com/hardware/memory/many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says/

AI is a NAND Maximiser.