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- AI Data Growth Drives an HDD Market Reversal
A report from Dolphin Research says AI-generated data is increasing demand for high-capacity HDDs, which it describes as the final resting place for most long-term cloud data. It reports that HDD industry revenue rose 47% year over year in Q2 2026, with shipment capacity up 29% and average price per GB up 14%. The analysis also examines HAMR technology, constrained component supply, and pricing power across Seagate, Western Digital and Toshiba.
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