The Next AI Infrastructure Winner Isn't a Memory Stock. It's This.

As AI data centers expand, Seagate Technology is positioned as a critical infrastructure provider for bulk storage needs. The company reported 48% revenue growth to $3.63 billion and achieved record operating margins of 34.6%, driven by demand for its HAMR hard drive technology. While the stock has surged over 200% in the past year, investors should consider risks including high expectations, potential order delays, and supply chain challenges.