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taishiro
The biggest driver is data center demand. AI models need enormous amounts of data to train, run inference, and support increasingly complex workloads. That puts enterprise SSDs and high capacity NAND flash right in the middle of the infrastructure expansion.
SanDisk’s data center revenue already reached $2.98B in the previous quarter, more than doubling sequentially.
#SanDiskQ1StorageGrowth
taishiro
SanDisk’s upcoming earnings are worth paying attention to because the AI boom is creating a much bigger demand for storage than many people expected.
SanDisk ($SNDK) reports its fiscal Q1 2027 results today, October 29, with revenue guidance of $10.3B to $10.8B.
That would be a significant jump from the $8.97B recorded in the previous quarter and roughly 350% higher than the same period last year.
#SanDiskQ1StorageGrowth
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