Seagate at the Center of AI Storage and Data: Tech Disruptors

Seagate at the Center of AI Storage and Data

Tech Disruptors

33:20

Seagate has emerged as a critical enabler of hyperscale and AI-driven data infrastructure. In this episode, we speak with CEO Dave Mosley about how storage demand is evolving alongside cloud and AI workloads, from nearline HDD adoption to next-generation technologies like HAMR. We explore how AI is reshaping storage architecture and data growth, Seagate’s approach to supply discipline and margin expansion, and how its competitive positioning influences its longer-term growth trajectory.

May 07, 2026