Xin Lang Cai Jing·2025-09-22 01:17Group 1 - The storage industry has seen a significant transformation, with established companies like Seagate Technology and Western Digital becoming popular among investors, experiencing stock price increases of 156% and 137% respectively over the past year [1] - The surge in demand for AI infrastructure has allowed these traditional companies to emerge as key players, as their hard drives are essential for training AI models, while Micron's high-bandwidth DRAM memory is also crucial for AI computing [1][2] - There are concerns about a potential bubble in the market, drawing parallels to the internet boom of the late 1990s, as secondary and tertiary stocks are rapidly gaining attention in the later stages of the market cycle [1] Group 2 - The surge in AI infrastructure investment is beneficial for chip manufacturers, with major companies like Microsoft and Alphabet investing heavily in hardware to support AI workloads, leading to increased market interest in stocks of companies like Seagate and Western Digital [2] - The prices of memory and hard drives have risen significantly due to the expanding influence of AI, with companies like Micron frequently adjusting product pricing in response to market demand changes, reflecting future demand expectations [2] - While established storage companies are beginning to share in the market benefits brought by AI, concerns about an AI bubble and the rapid pace of stock price increases remain pressing issues for the industry [2]