Clouded Judgement: The SSD/Memory Reckoning

The article analyzes the shift from GPU-constrained to memory-constrained AI infrastructure, driven by the transition from training-heavy to inference-heavy workloads and explosive data generation from AI pipelines. A global NAND shortage has created a 'flash tax' that increases deployment costs and forces enterprises to reconsider AI infrastructure economics. The piece argues that efficient data orchestration and architectural optimization are now as critical as raw compute for AI scaling.