intelligence agencies investigated whether Alice Huang, also known as Huang Le, a senior executive at Singapore-based AI cloud firm Megaspeed, might have been a Chinese spy with close access to Nvidia CEO Jensen Huang, according to anonymous sources cited by The New York Times.
SanDisk said on its fiscal 2027 first-quarter earnings conference call that AI inference is reshaping the supply and demand landscape of the NAND flash market, and that customers generally underestimate the NAND capacity needed to run AI infrastructure.