与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。
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Scan — Discovers all JSONL session files under ~/.claude/projects/ and parses them in parallel using a thread pool. A fast-reject byte check skips progress and history-snapshot lines (~77% of all lines) before touching the JSON parser.
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Parting notesThe landscape is moving in a clear direction. There is a lot of exciting new tech out there, with people constantly pushing the limits of cold starts toward faster, securely isolated workloads using Python decorators and other novel approaches to make microvms feel like containers. I am excited to see what comes next in this space. It is definitely an area to watch.