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$31 BILLION BET ON AI STORAGE — BUT THE MARKET ISN’T BUYING IT.
SanDisk and Kioxia just announced plans to invest $31B in Japan to expand 3D NAND production.
Sounds bullish for AI infrastructure, right?
Not so fast.
The market’s real question is simple:
Can AI inference and data-center demand grow fast enough to absorb all this new NAND supply?
If yes, SanDisk’s long-term story stays intact, and this pullback could just be profit-taking.
#DailyOrbit
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