Based on the leaps in local inference speed in the past month, which have been absurd, I'm p confident we're going to whiplash from compute constrained to storage constrained.

Bit apples to oranges, but it reminds me of all the fiber we installed in the late 90s, certain that per-strand capacity increases were years or decades out, only to get massively rugged

I expect the investments into AI driven mathematic discoveries that underpin compression efficiency will be a key investment area. Particularly at the data center scale rather than per device or per file level.