

I buy the follow on effects rational, but I’m not convinced that tapes are a suitable alternative to HDDs. The random IO basically doesnt exist. But I guess if there are companies using HDDs for “cold” storage then using tape makes some sense for them.
My personal theory for this announcement is that its pure stock price manipulation. AI investing is full on fomo driven, so announce that your company is investing in X that will help AI, and watch the chuds hit buy in robinhood.
True in general, but I am not convinced its true for OpenAI or anthropic.
Their training data is probably already replicated across multiple datacenters, so tape archiving is less critical. And if tape archiving is critical, then surely they already have sufficient backups already right? And its not like the organic content of the internet is growing anymore, so there isn’t going to be an explosion of new organic data they need to store.
So I don’t buy that they need this. I think this is fujifilm trying to get in on the bubble, and nothing more.