The more impressive AI capabilities become, the greater the need to expand NAND storage! Goldman Sachs analyzes SanDisk (SNDK.US) “long-term contracts + massive AI inference” bull market rationale.

According to reports from Zhitong Finance APP, at the highly anticipated Goldman Sachs Communacopia + Technology Conference, US NAND storage chip giant SanDisk (SNDK.US) clearly stated that the supply growth of NAND storage chips is likely to remain severely limited for the foreseeable future. Meanwhile, the large-scale popularization of high-performance AI inference led by Astra, and the AI agent technology focused on agent-based AI workflows, is continuing to drive an explosive increase in demand for AI computing power and NAND storage demand in data centers.