$SanDisk Corp.(SNDK)$ Meta jus

$SanDisk Corp.(SNDK)$ Meta just added roughly $68 billion in data-center leases in July 2026, with those leases expected to run 18 to 20 years starting in 2027–2028. That is on top of the $279 billion in future data-center, colocation, and network lease obligations they already had as of June 30. What makes this stand out to me is that it signals major AI infrastructure spending is moving from projections to actual contractual commitments. For Sandisk, that matters because large new data centers need a lot of enterprise SSD and NAND storage for training, inference, databases, and checkpointing, which could support multi-year demand for higher-capacity products.

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