Is Sandisk the New Nvidia?

Since ChatGPT's commercial launch on Nov. 30, 2022, shares of semiconductor giant Nvidia (NASDAQ: NVDA) have rocketed over 1,000%. The artificial intelligence (AI) revolution has ushered in a wave of unprecedented demand for Nvidia's graphics processing units (GPU) -- the hardware backbone on which AI models are trained.While Nvidia remains king of the AI realm, rising infrastructure spending is becoming a major tailwind for another type of AI chip: memory and storage. Let's dig into how Sandisk (NASDAQ: SNDK) is quietly disrupting this pocket of the AI landscape and assess if the company is about to have its "Nvidia moment."Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool