NasdaqGS:WDCTech
Why Western Digital (WDC) Is Up 24.6% After Doubling Down On AI-Centric Cloud Storage
In early January 2026, Western Digital reported surging demand for its high-capacity hard drives used in AI and cloud data centers, following its split from the flash business and sharpened focus on enterprise and hyperscale customers.
This shift, reinforced by its addition to the Nasdaq-100 and constrained supply for AI-optimized storage, is increasingly positioning Western Digital as a crucial infrastructure provider for the generative AI buildout.
We’ll now examine how Western Digital’s...