Nvidia Corp.'s (NASDAQ:NVDA) AI chips may be powering today's artificial intelligence boom, but Seagate Technology Holdings PLC (NASDAQ:STX) thinks the next leap in performance won't come from more compute alone.
Instead, the data storage company argues that smarter storage architecture can help AI systems get more work out of the same expensive GPUs—a shift that could lower infrastructure costs while boosting productivity.
AI Needs More Than Faster Chips The argument stems from a recent white paper Seagate published with SK hynix Inc.
(NASDAQ:SKHY), which examines how inference and agentic AI workloads are changing the way data is managed.
Rather than repeatedly generating the same information, modern AI applications increasingly rely on retaining context that can be reused across interactions.
