Storage crunch signals AI buildout

A rapid, cross‑brand surge in commodity hard‑drive prices (average +46% in 4 months) should be treated as an early indicator of concentrated data‑center and AI capacity expansion that is outpacing supply and distribution logistics. Tracking retail HDD/SSD/DRAM price indices alongside announced hyperscaler compute deals provides a simple market signal policymakers can use to anticipate energy, permitting, and industrial bottlenecks. — If storage and memory retail indices spike together, governments should treat it as a red flag for urgent grid planning, export‑control coordination, and supply‑chain interventions to avoid localized outages, price shocks, and strategic dependencies.