Archive · 19 Sep 2025
Hard Drives Enjoying Resurgence Amidst AI Boom
Imagine a company that needs a huge storage space, like a giant library, to hold all of its books.
That's what AI is like, needing to store lots of information.
This demand is causing a boost in sales of hard drives, the storage devices.
The companies that make hard drives, like Western Digital and Seagate, are seeing more customers and making more money.
AI creates a lot of data that is saved and needs to be stored somewhere, and hard drives are perfect for this.
The good times are expected to continue since the demand for data storage is still on the rise.
Hard drive makers are experiencing a resurgence due to AI's storage needs.
Western Digital and Seagate reported around 30% higher revenue in their latest quarters.
AI systems generate and store a lot of data, increasing demand for hard drives.
Global hard drive revenue is expected to be about $24 billion next year.
New technology called HAMR is being developed to increase hard drive capacity.
- Who
- Hard drive manufacturers Western Digital and Seagate.
- What
- Hard drive sales are increasing due to the demands of AI data storage.
- When
- Sales have increased recently, and are expected to keep growing.
- Where
- Global.
- Why
- AI systems need a lot of data storage, which has increased demand for hard drives.
- Companies Benefiting
- Western Digital and Seagate Technology Holdings
- Revenue Increase (Recent Quarter)
- ~30%
- Exabyte Shipments (Western Digital)
- 190 (up 32% year-over-year)
- Expected Global Hard Drive Revenue (Next Year)
- $24 billion
- Market Share Domination
- Western Digital, Seagate, Toshiba
- New Technology
- HAMR (Heat-Assisted Magnetic Recording)