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taishiro
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That makes tonight’s results important, not just for the headline numbers but for what management says about pricing, margins, and demand going into 2027.
My take is that AI infrastructure is expanding the role of storage beyond the traditional PC and smartphone upgrade cycle. More AI workloads mean more data to store, access, and process.
#SanDiskQ1StorageGrowth
taishiro
该公司已与八家数据中心和边缘客户签订多年协议，按底价计算，收入至少为939亿美元。在一个以繁荣与萧条周期著称的行业中，这样的承诺为未来需求提供了更清晰的图景。
今年该股已经经历了大幅上涨，随后因投资者质疑AI支出的可持续性和竞争而出现急剧回调。
#SanDiskQ1StorageGrowth
