All articles tagged with #ai storage
Micron Technology shares surged to a record near $683.09, lifting its market cap toward $730 billion as Jim Cramer and Gartner flag a secular AI-storage demand trend. The rally is supported by Gartner's memflation pricing outlook for DRAM and NAND, a May 5 launch of Micron’s 245TB 6600 ION SSD, and ongoing supply tightness in memory components.
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.
Sandisk Corporation reached an all-time high stock price following bullish comments from Nvidia's CEO about the memory storage market's potential to become one of the largest industries globally, driven by AI storage needs, and announced a new SSD lineup at CES 2026.