for every1% of global daily short-video viewing upgraded to Alreal-time generated 30s videos, demand for HBM would increase by about 4EB, demand for DRAM would increase by about 1.4 EB, and demand for NAND would increase by about 242 EB. We can see here that "text-to-video"multimodal models drive NAND demand much more significantly than DRAM.