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Google's demonstration of extreme AI-driven data compression is reducing the projected need for physical storage hardware, negatively impacting memory and flash storage manufacturers.
Impact: Creates a structural headwind for traditional storage hardware providers while accelerating investment in software-defined storage and AI optimization layers.
— from AI Pivot, Biotech M&A, and Space Economy Shifts · Alles auf Aktien – Die täglichen Finanzen-News· Mar 26, 2026