SanDisk CEO says price talks are over as AI transforms client relations into long-term partnerships

SanDisk CEO says price talks are over as AI transforms client relations into long-term partnerships

SanDisk revenue surged 4.7x to $8.97B as AI demand shifted customer negotiations from price to multi-year supply deals with four-year visibility locked in. For CIOs: supply certainty now outweighs unit cost—hyperscalers prioritize allocation security, reshaping vendor strategy and capex allocation.