Memory Growth

TurboQuant Jolt Tests Sandisk’s Memory Growth Story And Valuation Gap

Google has introduced TurboQuant, an AI compression technology designed to sharply cut memory needs for AI models. The announcement triggered a rapid sell-off in memory related stocks, including NasdaqGS:SNDK, as investors reassessed long term demand assumptions. The move raises questions about future requirements for solid state drives and DRAM across AI data centers and consumer devices. For you as an investor, TurboQuant lands squarely on the core of Sandisk's business, which centers on...