Industry Newshamrai infrastructurewestern digitalhard drives
Western Digital Dominates AI Storage Market
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8.2
Western Digital reports fiscal Q2 2026 revenue of $2.655 billion and shipped 215 exabytes, while its stock hit a 52-week high of $307 on February 12, 2026. Management forecasts fiscal 2026 revenue above $12 billion and plans HAMR and High-Bandwidth Drive ramps toward 100TB disks by 2029, underpinned by multi-year contracts with AWS, Azure, and Google. Analysts highlight cyclical risks and Seagate HAMR competition.
Scoring Rationale
Solid financials, multi‑year hyperscaler contracts and HAMR roadmap drive impact; risk from incumbent Seagate HAMR lead limits upside.
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