AI storage demand pushes Seagate HDD capacity into sold-out territory

This is not a flash-memory pricing item, but it is relevant to the broader storage stack serving AI infrastructure. If nearline HDD supply remains allocated years ahead, cloud operators may have less flexibility across storage tiers, including SSD and NAND-heavy architectures used around training and inference pipelines. For RamTrend, the useful takeaway is that AI data growth is pressuring capacity planning beyond HBM and DRAM, extending into bulk storage where hyperscaler commitments can shape component procurement cycles.