This is just another oscillation cycle in the generally declining cost per bit of storage. We recently went through an oversupply price crash: 2023 prices of $40 per TB and less were an aberration due to supply creating a glut beyond what market demand would consume at any price.
Now we’re hitting a double spike both from production ramp-down after the 2023 over-supply, coupled with an unanticipated demand spike with LLMs in 2025 and beyond…
How long before we’re back down below $40/TB ? If you could predict that, you could make so much money on Wall Street that you woudn’t care about the cost of storage anymore.
This is just another oscillation cycle in the generally declining cost per bit of storage. We recently went through an oversupply price crash: 2023 prices of $40 per TB and less were an aberration due to supply creating a glut beyond what market demand would consume at any price.
Now we’re hitting a double spike both from production ramp-down after the 2023 over-supply, coupled with an unanticipated demand spike with LLMs in 2025 and beyond…
How long before we’re back down below $40/TB ? If you could predict that, you could make so much money on Wall Street that you woudn’t care about the cost of storage anymore.