Storage demand is becoming the next major AI bottleneck. When Nvidia's leadership highlighted that artificial intelligence infrastructure requires enormous memory and storage capacity, the market immediately reacted—storage chip makers saw their valuations spike. One major storage manufacturer witnessed a 25% jump on that single catalyst. The momentum has been relentless: the stock has climbed over 40% since January 2026 began, and looking at the longer trajectory, it's nearly 900% higher than where it bottomed out last April. This sharp recovery reflects growing recognition that as AI models scale up, the supporting infrastructure—particularly high-capacity storage solutions—becomes increasingly critical. Whether this valuation surge can sustain depends on whether the actual deployment of AI infrastructure matches the hype or if we're seeing a typical speculative rush ahead of real demand.