- AI demand is driving increased data center capacity needs, leading to heavy investment in AI infrastructure by major tech companies like Microsoft and Amazon.
- Seagate sells high-capacity drives to Amazon, Google, Meta, and Microsoft, while leading the HAMR transition ahead of Western Digital.
Western Digital reported weaker financial results compared to Seagate Technology.
1 report, 1 independent
Updated Aug 6
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What happened
Western Digital reported weaker financial results compared to Seagate Technology.
Who's involved
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The entities involved
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Seagate Technology
American data storage company