AI能力越惊艳，NAND存储越要扩容! 高盛拆解闪迪(SNDK.US)“长期协议+天量AI推理”牛市逻辑

智通财经09-10 16:54

【AI能力越惊艳，NAND存储越要扩容! 高盛拆解闪迪(SNDK.US)“长期协议+天量AI推理”牛市逻辑】智通财经APP获悉，万众瞩目的高盛Communacopia+科技大会上，美国NAND存储芯片巨头闪迪(SNDK.US)明确表示，NAND存储芯片供给增长在可预见的未来很可能长期严重受限，与此同时，Astra引领的高性能AI推理以及聚焦于代理式AI工作流的AI智能体技术大规模普及正在持续井喷式推高AI计算容量需求以及数据中心NAND存储需求。

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