As some comments here have pointed out, it’s probably more like data that goes into the training corpus. I’d also suggest that some demand won’t be from AI companies, but rather from other consumers of data storage, even if a boom in AI-driven spending is at the root of things. Like, maybe your ideal storage medium is SSD, but AI-related demand has driven prices up to 5x what they were earlier. Okay, so some users get priced out and fall back to rotational drives, because those are good enough for their use case. Prices go up by 2x. Well, the next fallback for some of those users who get priced out, who maybe used hard drives to store backups, say, is gonna be magnetic tape storage.