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Many people look at Google's financial report and only see that AI is strong. But what really ignited the storage sector this time was not "how much money Google made," but the market suddenly realized one thing: Global cloud vendors are still expanding their AI infrastructure. Google's Q2 revenue was $119.8 billion, a year-on-year increase of 24%. Google Cloud's revenue was $24.8 billion, an 82% year-on-year increase. This growth rate is no longer ordinary cloud computing growth, but more like AI demand is pulling cloud services back into the high-speed channel. Google also raised its full-year Capex guidance. This is the core of the rebound in the storage sector. Because AI infrastructure is not just about buying GPUs. HBM is required behind the GPU. The server needs DRAM. Data training and inference require SSD. Models, logs, videos, and enterprise data must be stored for a long time. The more cloud customers, the larger the data center, the greater the storage consumption. Therefore, this round of storage rebound is not just the logic of Micron or Hynix's own financial reports, but the re-pricing of the entire global AI infrastructure chain. My view is simple: Google's earnings report doesn't directly tell you how much more storage stocks will rise. But it at least shows that the global AI infrastructure line has not been disproven. Short-term rebounds are driven by emotional recovery. Whether it can continue in the long term depends on whether cloud providers will indeed keep purchasing servers, memory, and storage. This round of the storage market rally appears to be a rebound in chip stocks. In essence, it is a global data center repricing.$SNDK