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Seagate Faces Questions Over Toshiba Capacity Plans and AI Storage Valuation

Original: Seagate Technology Holdings (STX) On Toshiba Capacity Plans Is This AI Storage Story Fully Valued

Investors are weighing Seagate's position after Toshiba outlined hard drive capacity expansion plans, raising questions about competition in the storage market. The debate centres on whether hard drive makers' valuations already reflect the surge in demand for data centre storage driven by artificial intelligence workloads, or whether further upside remains.

Why now: AI-driven storage demand has boosted hard drive makers' shares, prompting scrutiny of whether the rally is fully priced in.

Seagate Technology HoldingsToshiba

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Evidence

• Seagate Technology Holdings (STX) On Toshiba Capacity Plans Is This AI Storage Story Fully Valued · Simply Wall Street
• Seagate Technology Holdings (STX) On Toshiba Capacity Plans Is This AI Storage Story Fully Valued · Simply Wall Street

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