Recently, Musk made a rare comment on the storage market during the SpaceX earnings call for the second quarter of 2026. He said that the storage supply is growing by about 20% every year, but the demand growth rate is as high as 200% or higher. There is a serious imbalance between supply and demand, and rising prices are a basic law of economics. According to SpaceX earnings call records, Musk expressed his views on the current core bottlenecks in AI infrastructure at the conference: look at the growth rate of output of logic chips and storage. You must always keep an eye on the limiting factors. The current limiting factor is storage. Storage output is growing by approximately 20% each year. This is already extremely fast for any large, mature industry. But you have to ask yourself: is demand only growing by 20%? No, demand is growing 200% every year, or even higher. Demand is growing far faster than supply, and basic economic principles tell us that prices should rise rather than fall.

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