AI's explosive demand for data storage infrastructure is reshaping hardware markets in unexpected ways. Japanese memory chipmaker Kioxia has seen its stock surge this year as enterprises scramble for storage capacity to power AI training and inference workloads. The gap between AI compute power and available memory has become a genuine bottleneck—and the companies solving it are seeing serious market traction. For blockchain infrastructure builders and protocol developers, this trend highlights a broader lesson: as computation becomes more resource-intensive across Web3 applications, memory and storage solutions will become increasingly critical. The energy and hardware economics behind your favorite dApps? They're all interconnected with this exact supply-chain shift.