Related Symbol
avatar
@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?

no comments yet

There are no comments here, be the first to comment