"The hardware they will build in 2030 is already sold out."
Nandit Mehra, Founder of Lighthouse, on the supply crunch nobody is pricing in.
Big tech is buying GPUs, memory and drives like there is no next cycle, and the storage names are up a thousand percent plus on the back of it.
In a pod with YJ, Chief, Cluster Protocol
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1July 31, 2026 2.8K 2
