Seagate
STXcompute· NASDAQSeagate Technology – Storage hardware: Hard disk drive (HDD) systems and HAMR technology for cold data scale.
Why it matters
Petabyte-scale storage for training corpora and checkpoint history is a structural AI cost line. HDD vendors set the floor on that line.
The read
Levered to Petabyte-scale cold-storage cost floor for training corpora and checkpoints.
Bull case: HDD vendors set the floor on the structural AI cold-storage cost line, and HAMR drives at 30TB+ are now shipping.