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Western Digital, AI and SanDisk

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 · 1d · on MSN
Sandisk, Western Digital Report Jumps in Third-Quarter Profit on AI Data Storage Demand
Sandisk and Western Digital logged profits of $3.62 billion and $3.21 billion, respectively, as both companies benefited from efforts to scale up AI infrastructure.

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 · 1d · on MSN
Sandisk joins Western Digital, Seagate in signaling strong AI storage demand
MSN · 1d
Western Digital forecasts quarterly revenue above estimates on AI storage demand
 · 1d
Western Digital (NASDAQ:WDC) Beats Q1 Sales Targets But Stock Drops
Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q1 CY2026 results beating Wall Street’s revenue expectations , with sales up 45.5% year on year to $3.34 billion.

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 · 1h
Western Digital Rides Cloud Wave To Margin Highs
 · 10h
Western Digital (WDC) Q3 Earnings and Revenues Top Estimates
 · 15h
Western Digital Shares Drop Despite Strong Q3 Beat
Western Digital posted adjusted earnings per share of $2.72, beating the consensus estimate of $2.36 by $0.36.

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 · 23h
Western Digital Q3 Earnings Call Highlights
 · 1d
Western Digital (WDC) Q3 2026 Earnings Transcript
1don MSN

Seagate's heat-assisted magnetic recording rewrites rules of AI and data storage

Seagate CEO Dave Mosley says AI is driving a structural shift in data storage demand, and the company's latest earnings back up that bold claim.
1d

Seagate CEO sends a bold message on AI and data storage

Something is shifting fast in the world of data storage, and Seagate TechnologyCEO Dave Mosley isn't shy about saying so. On the company's fiscal third-quarter earnings call, Mosley argued that artificial intelligence is changing the very nature of how much data the world needs to store,
eWeek
4d

Modernizing the Data Center for AI: What Must Change — and Why

Enterprise AI workloads require infrastructure designed for large-scale data processing and distributed computing. Organizations are modernizing AI data center infrastructure with GPU computing, high-speed networking,
13h

AI data center boom is leaving consumer electronics short of chips − even though they don’t use the same kinds

This is happening even though data center servers and smartphones use different types of chips. The key distinction between consumer electronics and data centers is what they need
2don MSN

Data-storage stocks jump as Seagate's upbeat forecast fuels confidence in AI spending

By Zaheer Kachwala April 29 (Reuters) - Shares of data-storage companies jumped on Wednesday, a day after strong revenue and profit forecasts from Seagate Technology signaled that spending by enterprises on artificial intelligence equipment will remain strong.
diginomica
1d

How rising storage costs are forcing a re-think of enterprise AI data strategies

Storage costs are hiking for the first time in years, fueled by AI aspirations. Komrpise COO and Co-founder Krishna Subramanian explains how rethinking data tiering strategies can help keep costs under control – not to mention increasing AI accuracy.
8d

Seagate Unveils New Storage For The AI-Drive Consumer Data Explosion

New hard drives from Seagate now offer higher capacities, pro-grade reliability and scalable performance for everyday backup, gaming expansion and AI-drive workflows.
Network World
3d

AI data bursts force rethink of data center networking at Backblaze

AI-related traffic moves differently, especially during training cycles. To cope with sudden spikes, network managers have to rethink their infrastructure.
16d

How AI’s Data Explosion is Reshaping Enterprise Storage Strategies

Keith Shaw: AI is driving breakthroughs in several areas of the business. But behind the scenes, it's also creating an explosion of data that many companies are not prepared for. As AI moves from experimentation to real-world use, managing the data is becoming more complicated than ever.
Forbes
1mon

Data Storage Becomes The New Darling Of AI In 2026

Michael Wu is GM and President of Phison Technology Inc. (USA), a leading provider of NAND controllers and NAND storage solutions. For years, storage sat quietly in the background of enterprise infrastructure. It was necessary but unglamorous, and ...
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