Everyone's flooding Reddit with AI-generated memes and images—who sells the hardware to store it all?
So with the new GPT4o image update making insanely realistic images and memes, everyone and their mom seems to be flooding Reddit, Twitter, and other socials. All this content has to be piling up on hard drives somewhere, right?
I started wondering, who's making money from supplying all that storage hardware behind the scenes?
Turns out AWS (Amazon) and Azure (Microsoft) get their storage from major companies like:
Seagate (STX) and Western Digital (WDC) for traditional HDDs and SSDs.
Micron (MU) and Samsung for flash storage (NAND SSDs).
NVIDIA (NVDA) and AMD (AMD) for GPUs and CPUs powering AI workloads.
Arista Networks (ANET) and Broadcom (AVGO) for network hardware.
Supermicro (SMCI) for custom-built servers.
AI isn't slowing down anytime soon, so it seems like investing in these storage and infrastructure suppliers will be a good investment for a long time.