Western Digital and Seagate: The Storage Twins Riding AI’s Most Underrated Bottleneck
HDD shortages through 2028 put Western Digital and Seagate at the center of AI buildouts. Nearline pricing targets $25–30/TB as demand outpaces supply.
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HDD shortages through 2028 put Western Digital and Seagate at the center of AI buildouts. Nearline pricing targets $25–30/TB as demand outpaces supply.