No, Alphabet Won't 'DeepSeek' Micron, Sandisk

Memory and storage makers like Micron Technology ( MU ) and Sandisk Corp. ( SNDK ) have been the biggest beneficiaries of the boom in model inference over the past 9 months after theseUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and R ...