Why data storage stocks are a key AI play [Yahoo! Finance]
Western Digital Corporation (WDC)
Last western digital corporation earnings: 4/30 04:01 pm
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Source: Yahoo! Finance
“Hard disk drive supply remains tight as manufacturers are not adding unit capacity and we see this as a structural change,” Bank of America analyst Wamsi Mohan said in a recent note to clients. “As such, we continue to see demand exceeding supply, and see continued scope for OEMs to raise prices.” Seagate and Western Digital are positioned to benefit. Data centers require high-capacity hard disk drives (HDDs) for storing, training, and managing large-scale AI datasets. While GPUs, like those from Nvidia ( NVDA ), process the data, HDDs remain the most cost-effective way to store the vast amounts of information that underpin LLMs. These drives are the backbone of major infrastructure providers like Amazon ( AMZN ), Microsoft ( MSFT ), and Google ( GOOG GOOGL And the industry has changed. Mohan described the sector as an “oligopoly” with only three major players. The third, Toshiba, is not explicitly included in the firm's report. “We see low threat of new entrants coming into the
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News
- Meta stock sinks after raising full-year forecast on AI spend [Yahoo! Finance]Yahoo! Finance
- Dear Western Digital Stock Fans, Mark Your Calendars for April 30 [Yahoo! Finance]Yahoo! Finance
- Seagate surges after strong results and higher outlook [Yahoo! Finance]Yahoo! Finance
- Stanley Druckenmiller dumps SanDisk and buys surging energy stock [Yahoo! Finance]Yahoo! Finance
- Structural Alpha Is Not What Most Investors Think [Forbes]Forbes
WDC
Earnings
- 1/29/26 - Beat
WDC
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/22/26 - Form 4
- 4/22/26 - Form 4
- WDC's page on the SEC website