I Odor Teras: Whereas reporting its monetary outcomes for the fourth quarter of fiscal 12 months 2026, Seagate additionally shared some fascinating expertise updates. The HDD producer is constant to develop its HAMR-based storage merchandise, with 50TB drives anticipated to turn into accessible for buyer validation quickly. Only a reminder: “clients” on this context means Massive Tech and AI firms – definitely not the remainder of us.
In keeping with Seagate CFO Gianluca Romano, the US firm is on observe to attain a storage density of greater than 5TB per platter. In layman’s phrases, Seagate ought to quickly have the ability to promote particular person HDDs containing ten 5TB+ platters, leading to greater than 50TB of storage capability on a single drive. In actual fact, this unprecedented stage of storage density is already scheduled to achieve the market in late 2027.
Romano and different prime Seagate executives shared these particulars through the firm’s newest earnings name with shareholders. The Mozaic 4+ platform, Seagate’s newest iteration of its namesake heat-assisted magnetic recording (HAMR) expertise, presently helps onerous drives with capacities of as much as 44TB. By the tip of 2026, Mozaic 4+ fashions are anticipated to account for 50% of Seagate’s HAMR exabytes shipped to pick clients.
Romano additional revealed that future HDDs that includes 5TB+ per platter can be primarily based on Mozaic 5+, the third technology of Seagate’s Mozaic expertise to achieve the market. The primary Mozaic 5+ drives are anticipated to ship to clients for qualification later in 2027.
After passing Seagate’s inner testing and validation procedures, the brand new drives can be delivered to OEM and information heart clients for ultimate approval. Following that course of, 50TB drives ought to finally turn into prepared for broader adoption.
Seagate reiterated that sustained development in areal density stays a key pillar of the corporate’s technique going ahead. Drives able to becoming extra terabytes onto every platter may also help hold HDD prices “comparatively flat” whereas permitting Seagate to scale its exabyte manufacturing capability with out requiring unsustainable ranges of capital expenditure to enhance its manufacturing amenities.
Due to demand from AI hyperscalers and cloud service suppliers, Seagate’s outcomes for the fourth quarter of fiscal 12 months 2026 had been decidedly constructive. The corporate closed the June quarter with $3.6 billion in income, up 17% sequentially and 48% 12 months over 12 months. Demand for “chilly” storage gadgets equivalent to HDDs is so robust, Seagate CEO Dave Mosley mentioned, that almost all of nearline exabyte output is already allotted effectively into 2028.
Seagate now generates most of its income from AI information facilities and cloud giants, though hyperscalers are utilizing HDDs to handle the “lengthy tail” of their AI workloads. Chilly storage has turn into important for offering AI fashions and agentic AI techniques with “context,” Mosley mentioned. The necessity to give AI brokers a persistent information basis throughout person interactions is driving storage procurement – and Seagate’s income – to unprecedented ranges.
