Sandisk Could Win the AI Storage Race Despite Alphabet Buzz
TL;DR Summary
TurboQuant reduces KV-cache needs by at least 6x for AI inference but does not ease persistent SSD storage demand, leaving Sandisk’s NAND thesis intact. The stock pullback appears headline-driven with unchanged revenue/EPS outlooks for the next four years. Sandisk’s AI storage story is still in early stages (datacenter revenue ~15% of sales, with strong recent growth), so near-term volatility is likely, but the author expects SNDK to retest highs in H2 as capital rotates from DRAM names.
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