Roughly a third of Micron's total NAND output is now locked into rigid, non-cancellable Strategic Customer Agreements running through 2030, signed directly by hyperscalers. Filecoin storage market has no single contract capable of locking up the network that way.

Roughly a third of Micron's total NAND output is now locked into rigid, non-cancellable Strategic Customer Agreements running through 2030, signed directly by hyperscalers. Filecoin storage market has no single contract capable of locking up the network that way.

Source:https://x.com/Filecoin/status/2083525173341233642