NAND has been taking a beating in the last few quarters. Got to wonder what’s could happen if “AI” data centre capex takes a nosedive. That’s not out of the question, still no ROI on AI and even MS suggests capex spend will go down in 2025 - 2026.

im just sitting over here waiting to get a good deal for a 4tb ssd. the fact that they arent any better than what i paid for late 2023 isnt helping.