AI storage boom is keeping Seagate's hard drives spinning

Seagate crushes earnings expectations, reinforcing the AI infrastructure trade

Seagate Q4 beat (EPS $5.71 vs expected $5.04-5.12) with Q1 guidance +28% EPS confirms sustained structural demand for AI storage infrastructure. Storage capex is now a critical pillar in enterprise AI architecture, reshaping IT budget allocation beyond compute alone.