#ai-nand Tech News.
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The latest ai-nand news, distilled by AI into sharp ~100-word summaries. ByteBrief tracks ai-nand across dozens of tech sources and brings you only what matters, updated hourly. Tap any story for the full brief, or open the original source.
AISeeking Alpha4 days ago
Sandisk: Market Has Completely Misread The AI NAND SupercycleSandisk reports a $42 billion revenue potential obligation from AI-driven NAND demand, covering over one-third of projected FY 2027 bit demand. Its five NBMs secure this through multi-year supply deals with Nvidia RTX Spark and partners including Kioxia and Nanya. The AI NAND supercycle remains strong despite recent market volatility and selloffs.
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