SanDisk sees constrained NAND supply as AI inference drives long-term demand

Verifying
  • SanDisk said constrained NAND supply growth is meeting stronger AI inference demand.
  • 10% of CHYM's workforce was cut, while its product and engineering team halved.
  • Block, Toast and Booking reported resilient consumer conditions; Comcast cited Orlando park weakness.
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SanDisk sees constrained NAND supply as AI inference drives long-term demand - CoinPost Terminal