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Sandisk vs. Seagate Technology: What Do Their Revenue Trends Tell Investors About Their Roles in the Artificial Intelligence Ecosystem?

The Motley Fool·
Sandisk vs. Seagate Technology: What Do Their Revenue Trends Tell Investors About Their Roles in the Artificial Intelligence Ecosystem?

Sandisk has dramatically overtaken Seagate Technology in quarterly revenue, driven by surging demand for NAND flash memory in AI data centers. While Sandisk's Q2 2026 revenue reached $6.0 billion with forecasts of $7.8-8.3 billion next quarter, Seagate's steady growth to $3.1 billion reflects slower adoption of its traditional hard disk drives in the AI ecosystem.

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