SanDisk reports stronger NAND commitments from AI infrastructure buyers

SanDisk told DigiTimes that AI infrastructure clients have revised NAND procurement upward after earlier plans failed to account for storage needs. Its pipeline of possible multiyear agreements is reportedly larger than the production it currently expects through 2030. That gap could intensify competition for future supply if discussions become firm orders; the report gives no customer-level volumes and does not say the agreements are finalized.