NVIDIA and SanDisk Report Strong AI Infrastructure Growth
Both NVIDIA and SanDisk reported significant revenue growth driven by demand in AI infrastructure, with NVIDIA benefiting from compute dominance and SanDisk capitalizing on NAND flash pricing. NVIDIA's Data Center segment saw an 85% YoY increase to $75 billion, while SanDisk’s datacenter revenue surged 645%.
Topics: AI infrastructure Data Center growth NAND flash demand