Seagate – the hard drive giant is targeting the bottleneck of the AI storage chain and deserves a spot on every watchlist!

The AI boom is often reduced to chips , but I see memory as one of the most underrated bottlenecks. AI applications generate huge amounts of data that need to be stored cheaply and long-term. This is where the hard drive demonstrates its strengths, and demand from data centers is booming. According to Bloomberg, Seagate is competing with Toshiba for the head division of TDK. TDK is the only independent manufacturer of read-write heads, the heart of every hard drive. Seagate made a higher offer last summer, with several billion USD at stake. Whoever...