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AI Workloads Raise Storage Demand: Is Sandisk Positioned to Benefit? [Yahoo! Finance]
Last western digital corporation earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations: investor.wdc.com
Sandisk SNDK is emerging as a key beneficiary of the rapid expansion in AI workloads, which is increasing global data storage requirements. Training and inference workloads generate and process enormous volumes of data, requiring high-performance systems capable of handling frequent data access, movement and retrieval. As hyperscalers and enterprises expand AI infrastructure, demand for high-capacity and low-latency NAND flash-based solutions is rising sharply. Per Fortune Business Insights, the global AI-powered storage market is projected to witness a CAGR of 25.2% from 2026 and reach $271.32 billion by 2034. Sandisk's technology portfolio is well aligned with these rising needs. The ongoing BiCS8 ramp is strengthening its competitive positioning as NAND content per AI deployment continues to increase, while high-performance PCIe Gen5 enterprise SSDs are gaining traction among hyperscalers building out AI infrastructure. The BiCS8 QLC Stargate product, currently advancing through
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