The current storage shortage is mainly due to AI data centers.
The next big narrative will come from → robots!
Musk just said that robots’ RAM demand will exceed all other demand on Earth!
Demand for superintelligence (SI) will far exceed that of robots, and nearly 100% of superintelligence computing will ultimately take place in space.
Micron $MU sets the memory baseline for humanoid robots at over 200GB per unit. The Optimus robot is targeting 10 million units per year—just do the math: how much DRAM will that require!