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The Memory Stack — HBM & Memory · AI Chain

SNDK

SanDisk
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Highest-beta NAND/SSD play for AI

What they do

SanDisk makes NAND flash and enterprise SSDs — the medium-fast storage layer right next to the GPU. AI training generates massive intermediate data ('checkpoints') that gets dumped to SSDs constantly. Highest-beta way to play the AI storage cycle.