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Sandisk

E1.S SSDs certified for NVIDIA GB200 NVL72

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Where it fits in an AI server rack

The PCIe Gen5 DC SN861 E1.S enterprise SSD, in 4 TB and 8 TB versions, was certified to support the NVIDIA GB200 NVL72 rack-scale system (Western Digital release, Oct 14, 2024); the SN861 now sells under the Sandisk brand. Datacenter revenue was $2.977B in fiscal Q4 2026, up 103% sequentially, out of $8.97B total (Aug 5, 2026).

What the evidence establishes

AI-rack evidence

Disclosed: Western Digital’s Oct 14, 2024 release, issued before the flash business became Sandisk, says the DC SN861 E1.S was certified for NVIDIA GB200 NVL72; Sandisk’s Q4 FY2026 release gives datacenter revenue.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component roleE1.S SSDs certified for NVIDIA GB200 NVL72
EvidenceDisclosed: Western Digital’s Oct 14, 2024 release, issued before the flash business became Sandisk, says the DC SN861 E1.S was certified for NVIDIA GB200 NVL72; Sandisk’s Q4 FY2026 release gives datacenter revenue.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceSandisk — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

The certification covers GB200 NVL72, not GB300 or later racks, and shows eligibility, not volumes or share. Sandisk names no AI-rack customer, and its datacenter line also includes non-AI enterprise and hyperscale SSDs.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

E1.S NVMe SSDs

Flash drives in the slim EDSFF E1.S form factor: NAND flash, a controller and DRAM that hold the operating system, checkpoints and cached data. Reference trays carry four; some vendors fit up to eight in internal bays.

Scope of the company links: E1.S NVMe drives sit in each compute tray (NVIDIA lists four per GB200 tray). The rack-specific qualifications found are Sandisk’s DC SN861 E1.S (certified for GB200 NVL72 as Western Digital, Oct 14, 2024) and Micron’s 9550 and 7450 (on NVIDIA’s GB200 NVL72 recommended vendor list, per Micron). Kioxia (NX1 E1.S for GPU servers) and Samsung (PM1763 for AI infrastructure) position drives for AI servers, SK hynix reports expanding eSSD sales for AI servers, and its subsidiary Solidigm, which is not separately listed, shows a cold-plate-cooled SSD. Silicon Motion, Phison and Marvell sell SSD controllers with no named rack program. A vendor list shows eligibility, not volumes.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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