Personal AI Agents Are the Biggest Driver of the Sudden NAND Demand Surge
zephyr_z9 · x · 2026-09-21
The author argues that the adoption wave of personal agents (OpenAI's rumored Muse/Instinct and similar launches) is the single biggest contributor to the recent sudden surge in NAND flash demand, suggesting agentic AI workloads are now visibly moving the storage supply chain.
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