Western Digital Corporation has cut its equity stake in SanDisk to around $1 billion as it navigates rising pressures in the memory market. This strategic move coincides with significant growth in SanDisk's stock, which now stands at $206.18, while the broader tech sector faces job losses and a shift towards AI data centers. These changes highlight the need for companies to adapt, with Western Digital and others considering innovative energy solutions, such as nuclear power, to enhance operational efficiency.
“So when you think of investing right now and I think this should be a show we talk about this... I think that'd be a good show.”
“We're losing jobs... the employability is looking different. Like we see it. It's happening every single day.”
“I think these are some crucial things... if we can invest into this somehow this year, man, we're going to see major rewards.”
“these companies are like 80% of the market share ... So when a company owns that much of a market, they control supply, they control pricing”
“the crazy thing SanDisk used to be owned by Western Digital and and this year they spun SanDisk off to to its own thing.”
“a lot of these companies are like reallocating their resources and they don't want to do that type of stuff anymore. They want to do more of the AI data center need stuff because the margins are higher.”
“these companies are like they like booked up. So they only have so much production capacity. ... they've already met their production limits for 2026.”
“Um energy, particularly nuclear energy. Nuclear energy. Yeah. So, so data centers require a lot of power.”
“And so thankfully a lot of the tech companies, a lot of the the the AI influencers, they know that they need their own power system.”
“So, they need energy that can stay on all of the time and nuclear energy provides that.”
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