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VantraX
💾 SanDisk CEO David Goeckeler just laid out a bigger AI-storage strategy for $SNDK
SanDisk says it now has long-term agreements covering roughly 50% of its FY2027 bits and about two-thirds of FY2028 — giving the company much more visibility than the traditional boom-and-bust memory cycle.
The bigger story is AI inference. As AI models handle more data and context, data centers are becoming increasingly storage-intensive.
For $SNDK, the question now isn't simply whether AI needs more memory — it's how much of that growing storage demand SanDisk can actually capture. 👀
