Western Digital vs. Seagate: Which Is the Better AI Infrastructure Stock to Own for the Next 5 Years?

Western Digital and Seagate, the two dominant players in high-capacity storage drives for AI and data centers, are both benefiting from a supercycle in demand. While Seagate has an edge with earlier HAMR technology adoption and stronger near-term growth projections, Western Digital offers better valuation with a P/E of 17x and 50% upside potential versus Seagate's 66x P/E. Both stocks are recommended as strong long-term buys for the next five years.