Could Seagate follow Micron? 90% of its hard drive capacity is going to enterprise, with customers scrambling to secure HDDs in 2029
THE SO WHAT
If 90% of Seagate’s HDD output is already flowing to enterprise and cloud, storage is quietly becoming a long-term capacity reservation game. Infra teams running data-heavy AI and analytics should be locking in multi‑year HDD supply and price bands now, not assuming spot availability in 2029.
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