Seagate Technology
PulseAugur coverage of Seagate Technology — every cluster mentioning Seagate Technology across labs, papers, and developer communities, ranked by signal.
3 day(s) with sentiment data
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AI Value Capture Shifts: From Infrastructure to Model Labs
SemiAnalysis reports that the AI industry's value capture is shifting from infrastructure providers to model labs. While 2023-2025 saw significant gains for companies like TSMC and NVIDIA due to infrastructure build-out…
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AI workloads to drive HDD unit shipment growth, driven by manufacturing expansion
Hard disk drive (HDD) unit shipments are projected to increase, driven by the growing demand for AI workloads. While companies like Seagate Technology and Western Digital have recently focused on total storage capacity …
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Seagate: AI's real challenge is data value, not compute power
Seagate argues that in the AI era, the primary challenge for businesses is not computing power, but the value and efficient management of data. As generative AI increases data volumes, companies must focus on higher eff…
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Chipmaker stocks surge amid AI boom, while software giants falter · 1 source tracked
In the first half of 2026, investors heavily favored chipmakers involved in the AI boom, leading to significant stock price surges for companies like Samsung, SK Hynix, SanDisk, Western Digital, Micron, and Seagate Tech…
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AI demand blamed for 153% surge in external hard drive prices
A user on Mastodon expressed frustration over the significant price increase of a Seagate 24TB external hard drive, noting it jumped from $279.99 to $709.99 in six months. The user attributed this price hike to the dema…
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Tech stocks tumble amid AI bubble fears, impacting chipmakers
Technology stocks experienced a significant downturn on Tuesday, with the Nasdaq Composite Index falling 2.5% and the S&P 500 down 1%, driven by concerns over an AI bubble. Memory chip and data storage companies were pa…
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User details large personal spending day on electronics and pet care
The user details a significant personal spending day, including purchasing a Dyson hair dryer for their wife, AirPods Pro, and a 16TB Seagate HDD. They also mention recent expensive vet bills for their pet, Mocha, and e…
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AI data centers to drive over half of HDD storage demand by 2030
AI data center buildouts are significantly increasing demand for hard disk drive (HDD) storage capacity. While SSDs handle immediate AI training data, HDDs serve as a less expensive secondary storage for older data and …
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US price-fixing lawsuit targets HDD component makers
A class-action lawsuit has been filed in the U.S. against manufacturers of hard drive suspension assemblies, alleging a 13-year price-fixing scheme that inflated costs for major hard drive brands. This U.S. suit mirrors…
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Seagate CEO warns on AI memory demand; AI agents gain physical bodies
Seagate's CEO indicated that building new factories or expanding capacity for memory chips would be too slow to meet AI-driven demand. This statement led to a sell-off in memory stocks. Separately, AI models are making …
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Freshworks CEO: Agile enterprises win AI race by rebuilding IT
Enterprises that successfully leverage AI are prioritizing foundational IT infrastructure over specific models, according to Freshworks CEO Dennis Woodside. Companies like Seagate and New Balance are rebuilding their sy…
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Capital flows to data storage, eclipsing Nvidia's GPU dominance
While Nvidia's GPUs have dominated tech headlines, a significant shift in capital investment is occurring towards traditional data storage solutions. Stocks of Western Digital and Seagate Technology are outperforming Nv…
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HDD makers race to 100TB with distinct tech strategies amid data center demand
The three remaining hard drive manufacturers, Seagate, Toshiba, and Western Digital, are each pursuing distinct technological strategies to increase storage capacity, aiming for 100TB drives and zettabyte-scale data sto…
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AI boom drives record 5-year supply deals for SSDs and HDDs
Major storage manufacturers like SanDisk, Seagate, and Western Digital are entering into unprecedented five-year supply agreements for SSDs and HDDs. These long-term contracts, driven by surging demand from the artifici…