TREE NEWS update: AI inference is shifting storage demand from GPUs/HBM to high-capacity NAND, with Sandisk projecting enterprise flash demand to reach 1.2 ZB by 2030 and signing long-term agreements worth $93.9 billion. This could reduce NAND cycle volatility, though it won’t eliminate it, benefiting Sandisk, Micron, and others.
AI Inference Reshaping NAND Cycle; Sandisk’s Role in Storage Stocks
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