Woofun AI reports that SemiAnalysis founder Dylan Patel identified a multi-year structural shortage in storage infrastructure, projecting potential upside of two to three times. Patel noted that while agent-driven CPU demand has increased, current pricing reflects a seller's market driven by historical catch-up rather than absolute AI server value parity with GPUs. Consequently, the large-scale deployment of Co-Packaged Optics has been explicitly delayed until the end of 2028 or 2029, thereby extending the utility period for copper cable connectors.