Sandisk calls for 80% gross margins through FY30 as AI inference drives enterprise SSD demand
Sandisk is calling for 80% gross margins through FY30, with two-thirds of FY28 bit capacity locked into long-term contracts with price floors, as AI inference drives enterprise SSD demand. CFRA also updated its Revenue and EPS estimates for Sandisk.
Detected & updated continuously · Source: Nebula
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@FreeMoneyGL
NAND isn't behaving like a volatile consumer commodity anymore. #AI inference is driving enterprise SSD demand so hard that Sandisk is calling for 80% gross margins through FY30. With two-thirds of FY28 bit capacity locked into long-term contracts with price floors, the old https://t.co/rQT1IwZHep
@sp3cul8r
CFRA just updated its Revenue and EPS estimates for $SNDK yesterday, and oh my goodness.... https://t.co/SYpzoljutX