COMPANIES · CHIP MFG & PACKAGING

Seagate

Seagate makes hard disk drives, especially very high-capacity drives sold to cloud data centers, along with some other storage products. Its newest drives use a recording technology called HAMR, sold under the Mozaic platform name.

EnablerChip mfg & packaging
What it does

Seagate makes hard disk drives, especially very high-capacity drives sold to cloud data centers, along with some other storage products. Its newest drives use a recording technology called HAMR, sold under the Mozaic platform name.

Why it matters

AI systems generate and keep huge amounts of data, and most of the world's bulk data-center storage still sits on hard drives; Seagate's CEO said in its fiscal 2026 results that AI is accelerating data generation and cited strong cloud data center demand. It does not make AI chips or memory used directly in computation.

How it makes money

Hyperscale cloud providers, enterprises and consumers pay it for hard drives and related storage products.

Geography

Singapore (Singapore); parent is Seagate Technology Holdings plc, an Irish public limited company

AI stack position

Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Seagate uses NVIDIA DGX systems from NVIDIA
Buys fromCurrent
An NVIDIA customer story says Seagate uses NVIDIA DGX systems and RTX workstations to run fluid-dynamics simulations in drive design, cutting some runtimes from hours to minutes.

Source: 2025-08-13 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: Covers internal engineering use only; does not establish the number of systems bought, spending, or any supply relationship in the other direction.

Seagate Accelerates Data Storage Innovation With NVIDIA GPUs ↗

Comparisons (1)

Seagate competes in high-capacity hard drives with WD (Western Digital)
Competes withComparison only
Seagate and WD both sell high-capacity hard drives to cloud data centers, and both showed such drives at the 2026 AI Infra Summit.

Source: 2026-09-20 · reviewed 2026-09-26

Evidence: Analytical comparison · Product/market overlap

Limits: Market overlap only; does not establish market shares, pricing, or which customers each company wins.

WD And Seagate Showed High Capacity Storage At The AI Infra Summit (Forbes) ↗

Explore it interactively

Open this profile in the database See it on the relationship map

Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .