Sandisk sees AI as 'fundamentally changing' NAND market, Morgan Stanley says (SNDK:NASDAQ) – Seeking Alpha

Sandisk (SNDK) believes that artificial intelligence is “fundamentally changing” the NAND market, Morgan Stanley said, following a meeting with company executives.
“At a high level, the demand for inference is creating [a] strong pull for NAND technologies to move up in the memory

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