Patel says storage vendors Weka and Vast make high margins on multimodal AI requiring larger storage clusters.
“They make crazy margin on storage. And as you get to more multimodal models, image generative image and video robotics, you have much larger storage clusters.”
Patel says Weka and Vast make high margins on storage for multimodal AI workloads despite drive vendors making nothing.
“But then there's also, on the storage side, the drive vendors don't make any money. But Weka and Vast, I mean, look at their pricing models.”