The artificial intelligence (AI) boom has created plenty of market darlings, but one critical piece of the puzzle still flies under the radar. Investors obsess over graphics processors, cloud giants, and the massive energy demands of modern data centers. Yet every AI workload ultimately needs somewhere to store mountains of data, making storage infrastructure just as essential to the story.
That reality has turned NAND flash memory into a key beneficiary of the AI buildout. Owing to the rising storage requirements, companies are rolling out more models, expanding inference capabilities, and processing larger datasets. Sandisk Corporation (SNDK) sits right at the heart of the trend, which helps explain why the stock has surged more than 653.8% so far in 2026.