Where is the next "storage" level explosive growth target?

Strongly optimistic about the MLCC track: #mlcc
MLCC is understood as a micro power bank with millisecond-level response next to AI chips. As GPU power consumption soars, the demand for MLCCs per AI chip is explosive:
1⃣ Usage surges: A top-tier AI server rack may require up to 600k MLCCs working together.
2⃣ Value increase: In the next-generation NVIDIA VR200 rack, the value of MLCCs will soar from $1,500 to $4,300 compared to the previous generation.
3⃣ Demand multiples growth: By 2030, the demand for MLCCs in AI servers is expected to increase more than 4 times.
MLCC seems like a "capacitor," but it actually belongs to materials science. High-end products involve nanometer-scale powder formulas, hundreds of layers of thin dielectric stacking, and other technologies. Like storage, high-end technology barriers are extremely high.
Key recommendations: Murata (about 35-40%), Taiyo Yuden (about 10-15%)