SanDisk Corp.
(NASDAQ:SNDK) said artificial intelligence is fundamentally changing how it works with customers, with CEO David Goeckeler describing a shift from short-term pricing negotiations to long-term strategic partnerships as demand for AI infrastructure accelerates.
From Quarterly Price Talks To Long-Term Strategy During the chipmaker's fourth-quarter earnings call, Goeckeler said discussions with customers have moved beyond procurement teams and now involve the CEOs and CFOs of some of the world's largest companies as AI infrastructure becomes a strategic priority.
"This used to be, quite frankly, just a supply chain conversation every quarter in a price negotiation 7×24," Goeckeler said, adding that SanDisk is now playing a "highly strategic" role in helping customers build AI infrastructure.
Read Also: Zohran Mamdani Targets Walmart, Amazon, Target and Others Over 'Illegal' E-Bikes and E-Scooters: 'Too Many Lives Have Been Cut Short' Customers Already Returning For More AI Capacity The shift has also translated into longer visibility and repeat demand.
