Why 2027 is the year HDDs, not SSDs, win as generated AI media explodes storage demand
cocktailpeanut · x · 2026-09-18
cocktailpeanut argues that open models are now good enough to generate media worth keeping locally—songs, videos, images, everything.
His thesis: the model has been the bottleneck, but model size is a fixed cost while generated file sizes have no ceiling. Most people haven't realized this yet; he predicts 2026 will bring awareness and 2027 will be the year HDD companies—not SSD companies—explode, as storage, not compute, becomes the constraint.
More from Infra
- Brad Gerstner at All-In Summit: who pays for AI CapEx, the gigawatt gap and semis eating the Nasdaq — DavidSacks · 2026-09-18
- Third-party audit reproduces Gensyn open-1b training step bit-for-bit — benfielding · 2026-09-18
- Anthropic Open-Sources Claude-Written GPU Optimizations Speeding 30+ Biomolecular Models ~4x — ResultBackground2450 · 2026-09-18
- Spotify: 777M users, 11-12M requests/sec — how AI changed its quality playbook — rseroter · 2026-09-18
- 605 new Linux kernel CVEs disclosed in one day, on top of 276 the day before — jedisct1 · 2026-09-18
- DeepSeek V4.1 Flash hits 532 tokens/s on Inco, fastest output on Artificial Analysis — songhan_mit · 2026-09-18