Apple’s CEO and Musk have both stepped forward to say, “Storage is too expensive.” It looks like internal contradictions within AI hardware are starting to show up. AI hardware has generated more than $600 billion in profits—Nvidia has taken more than $300 billion, and “Korea 3 storage” has taken $200 billion. Now that AI has developed to this point, all the money has gone to the shovel sellers, and it’s clear the customer isn’t happy. Let’s see how things will play out: will AI keep blindly selling shovels, or will it wait until the market delivers returns before continuing to hold off? Let’s watch!