Seagate's Blowout Quarter Proves Storage Is the AI Infrastructure Play Nobody Saw Coming
The AI Infrastructure Story Has a Quiet Winner Nobody's Talking About
Let me be direct with you. When we talk about AI infrastructure, the conversation always goes the same way: Nvidia's latest GPU, who's building the biggest cluster, how many megawatts the next data center needs. The storage layer never gets the headline, and I think that's a mistake — one that Seagate's latest numbers just...