Dec. 1 at 2:18 PM
$SNDK $NVDA $DELL
SanDisk has formed significant AI partnerships with several major technology companies, most notably Kioxia, SK hynix, Dell Technologies, and NVIDIA. These collaborations focus on developing advanced storage solutions and infrastructure tailored for AI workloads.
Key SanDisk AI partners include:
Kioxia Corporation: This is a long-standing joint venture partnership (over 20 years). The companies collaborate on the development and manufacturing of 3D flash memory, including the new 218-layer 3D flash memory produced at the Fab2 facility, designed to meet the high-performance demands of AI-driven data centers.
SK hynix: SanDisk has signed a Memorandum of Understanding (MOU) with SK hynix to jointly define an industry standard for High Bandwidth Flash (HBF) memory. HBF is a new technology aimed at providing the high capacity and performance needed for next-generation AI applications, positioning it as a potential complement or alternative to HBM (High Bandwidth Memory) DRAM in AI systems.
Dell Technologies and NVIDIA: SanDisk utilized the "Dell AI Factory with NVIDIA" to deploy an advanced infrastructure for AI and Generative AI (GenAI) solutions within its own smart manufacturing operations. This internal implementation uses Dell PowerEdge servers with NVIDIA accelerated computing and Dell PowerMax storage to enhance factory automation and product design processes.
Hyperscalers and Industry Leaders: SanDisk works with major hyperscale cloud providers and other industry leaders to engineer and qualify flash-based storage products, such as high-performance SSDs, that are specifically optimized for compute-heavy AI training and data management throughout the AI pipeline.
Open Lab Participants: SanDisk is part of an "AI-ready storage & open lab" initiative that includes various other technology firms such as Arista Networks, Broadcom, Intel, and Kioxia, aimed at fostering an ecosystem for AI storage solutions.
These partnerships underscore SanDisk's strategy to embed flash memory as a core component of the rapidly expanding AI infrastructure.
