No, it's harvest-now-train-later.

I'm suspecting the AI companies simply save everything (even if you said "no"), just in case they need it later for training.

Why? Because there is no moral anymore. They blatantly ignored copyright after all.

"Fujifilm highlights the ability to air-gap tape cartridges as a last defense for user data: “Given the sophistication of cyberattacks, magnetic tape is attracting increasing attention as a means of protecting data from threats such as ransomware.”"

I mean, it's plausible, yet I find it hard to believe this solely drives demand 5 times. Because if it does then what, companies were not using cold storage backups before?