Meridian Daily News

The Silicon Memory Trap: Why the AI Trade is Chasing SanDisk

By Marcus Osei · 7 min read

AI

The hum of a modern data center is a physical thing.

AI

For the better part of eighteen months, the stock market has been obsessed with the 'brains' of these operations—the GPUs.

AI

Investors are finally waking up to the reality that AI doesn't live in a vacuum.

AI

To understand why the SanDisk side of the house is suddenly a darling of the 'AI Trade,' you have to look at where we came from.

AI

But the cycle is a ruthless teacher.

AI

Suddenly, the demand for high-performance storage didn't just recover; it mutated.

Meridian

Daily News

Read the full reporting at meridiandailynews.com

Read full story

Continue reading on Meridian Daily News