The data-storage sector is shaped by secular industrial tailwinds such as explosive growth in data volumes driven by cloud migration, AI/ML workloads and edge devices. Western Digital Corporation (WDC ...

Seagate Technology Holdings plc is positioned for strong growth, driven by surging demand for cloud, edge, and AI-related data storage solutions. STX benefits from a build-to-order strategy, improved ...

Snowflake remains well-positioned as the leading pure-play cloud data warehouse provider, benefiting from a robust cloud market and rising data volumes. SNOW's competitive edge stems from multi-cloud ...

According to UBS Securities, the expansion of U.S. AI data centers is expected to drive an increase in energy storage demand over the next five years, as batteries become increasingly necessary to ...