Magnitude summary: storage ~85% / 7×; compute ~20×; bandwidth ~240×; plus the capex→opex structural shift

Summary

Magnitude summary across the infrastructure driver:

Source: Synthesis of the magnitude entries.

Confidence: Verified for storage/compute; single-source for bandwidth.

Why this matters for Candid: The one-paragraph "how much did the floor fall" answer for client conversations and article ledes.