@BrianHoward 1 week ago
SanDisk and the AI storage boom
SanDisk and the AI storage boom
It is really interesting to see SanDisk landing those big multi-year contracts for AI data centers. I wonder if can finally move past the usual memory cycle with these long-term hyperscaler commitments. Do you think this storage rally is sustainable or just a short-term reaction to the AI hype?

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