Wire · technology
AI storage boom is keeping Seagate's hard drives spinning
◆ Sectors
◆ Source
◆ Verified
Fusion42 · 30 July 2026 · Fusion42 review
Demand for AI data storage is driving a boom for high-capacity hard drives, with Seagate reporting its nearline disk capacity is almost fully allocated by cloud operators through calendar year 2028. This surge is attributed to data retention needs for AI training, inference, and emerging agentic applications.
This Wire brief sits within Fusion42's coverage of AI Infrastructure, and 2 sources have reported it.
◆ ◆ The Wire takeaway
The assumption that storage is cheap and abundant is now broken. If your AI model's economics rely on retaining vast amounts of data, you need a new plan because the hardware is already sold out for the next four years.
◆ Coverage
2 sources · 30 Jul 2026
◆ Related on Wire
◆ Topics