The impact of the AI boom is slowly but surely being felt on the business landscape. Western Digital, in particular, is seeing the potential for its SanDisk business to emerge as a key player in the AI sector. Analysts point out that storage, a primary function of the business, is crucial for AI applications, and as a result, the sector is expected to drive growth.
Despite the challenges that the company faces in the short-term, including price competition and supply chain disruptions, the long-term prospects for SanDisk seem promising. Western Digital has already started investing in research related to AI, which is expected to further enhance the business's capabilities.
According to industry observers, SanDisk's unique combination of expertise in storage and AI is poised to give it a competitive edge over its peers. As AI continues to grow in importance across industries, it's likely that SanDisk will find itself at the center of this growth.