Google's TurboQuant: A Reality Check for Western Digital's AI Storage Growth

Google's introduction of TurboQuant, an algorithm to reduce AI memory requirements, has sparked questions about future demand for storage and memory. Major suppliers like Western Digital may see their assumptions about AI-driven hardware needs reassessed. Investors are reassessing the growth of storage demand, shifting the focus from assuming strong demand for ever-higher capacity to assessing which storage providers can adapt to more efficient AI systems.