Not Nvidia. Not Broadcom. This Storage Stock Could Be 2027's Hidden AI Winner.

Seagate Technology is positioned as an overlooked AI beneficiary, with 34% revenue growth driven by data center demand for high-capacity storage. The company's nearline hard drive supply is allocated through 2027, and its next-generation Mozaic 4+ drives (up to 44TB) are entering production. Upcoming Mozaic 5+ qualification shipments in late 2027 represent another key milestone for investors to monitor.