On August 6, US AI hardware stocks staged a dramatic reversal: storage chips plummeted during the session before soaring straight up, while optical communication stocks collectively surged. SanDisk and Western Data delivered "explosive" earnings reports but were initially sold off due to guidance below sky-high expectations. This article provides an in-depth analysis of the surge in AI storage demand and the fulfillment logic of tech giants' capital expenditures, outlining the layout opportuniti