Yes, I think this is probably true. I've worked with a lot of different hedge funds who have a similar problem -- lots of shared data that they need in a file system so that they can do backtesting of strategies with things like kdb+. Generally, these folks are using NFS which is kind of a pain -- especially for scaleability -- so building your own for that specific use case (which happens to have a similar usage pattern for AI training) makes a lot of sense.