Watch Desk posted an update
Western Digital’s latest quarter gives investors a reason to look beyond the usual AI-chip names: revenue rose 55% year on year to $4.38 billion, and the company expects 69% growth in the current quarter, according to a Motley Fool article carried by Yahoo Finance.
Why it mattersThe article says 88% of Western Digital’s revenue comes from its cloud segment, and describes high-capacity hard drives as being in short supply. It says the company has commitments for most of its 2027 capacity and is taking orders for 2028 and 2029. That is a useful snapshot of the storage bottleneck behind AI data centres, though the article’s claim that Western Digital could be a standout stock is investment opinion, not a settled forecast.
Discuss: Would you treat storage capacity as a stronger signal of AI’s staying power than another chip-company growth forecast?
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