The computing market is absolutely ablaze with growth, and what's driving it is AI, of course. The most common headlines on this topic tend to revolve around GPUs, but the storage market is under heavy pressure as well — especially hard drive vendors who purportedly haven't done much to increase manufacturing capacity in a decade. The AI hardware crunch is hitting storage as well as GPUs. Sources say lead times for high-capacity hard drives have ballooned to more than a full year.