$WDC · Schwab Network · 2026-10-28
硬盘面临的技术风险非常小，因为硬盘是存储冷数据最便宜的方式，而AI查询数据必须存放在硬盘上；这为Western Digital和Seagate带来了长期动力，推动其实现可持续的EB级盈利增长。
逐段跳播
所以，对我来说，这让我对 Western Digital 和 Seagate 感到兴奋，因为——虽然有一些关于如何制造高带宽内存（HBM），或者如何让服务器更高效、从而减少使用它的想法——但我认为这项技术对硬盘的风险非常小，因为硬盘实际上是存储数据最便宜的方式。
它实际上是存储冷数据最便宜的方式，而且每次我们进行这些“Chat GPT”查询时，对吧？这些数据都应该存储在硬盘上的某个地方。因此，我认为这为 Western Digital 和 Seagate 两者创造了可持续的 EB 级盈利增长的长期动力。
So, for me, this makes me excited about Western Digital and Seagate, because— while there are some of these ideas about how to manufacture high-bandwidth memory (HBM), or how to make servers more efficient to use less of it—I think the risks of the technology to hard drives are very minimal, because they are actually the cheapest way to store data .
It's actually the cheapest way to store cold data , and every time we do these "Chat GPT" queries, right? They should be stored somewhere on the hard drives. Therefore, I believe this creates a long-term impetus for sustainable exabyte earnings growth for both Western Digital and Seagate.
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