Seagate Technology PLCSTX
▲ ポジティブ需要関連度
Free AI video generation adds to the growing volume of data stored and delivered, and Seagate has nearly all nearline capacity committed into calendar 2028.
資産への影響 3
Cloud & Digital Infrastructure
Seagate Technology PLC
Western Digital CorporationWDC
▲ ポジティブ需要関連度
Rising AI-generated video volumes boost storage demand, with Western Digital's cloud revenue at 89% of its latest quarter and sold out for calendar 2026.
Artificial Intelligence
Alphabet Inc Class CGOOG
▲ ポジティブ需要関連度
Alphabet removes the cost barrier to Google Vids, opening free AI video generation to anyone with a Google account, which should drive adoption of its AI video product.