I Scent Teras: Whereas reporting its monetary outcomes for the fourth quarter of fiscal 12 months 2026, Seagate additionally shared some fascinating know-how updates. The HDD producer is constant to develop its HAMR-based storage merchandise, with 50TB drives anticipated to develop into obtainable for buyer validation quickly. Only a reminder: “prospects” on this context means Huge Tech and AI corporations – actually not the remainder of us.
Based on 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. Actually, this unprecedented stage of storage density is already scheduled to succeed in the market in late 2027.
Romano and different prime Seagate executives shared these particulars in the course of the firm’s newest earnings name with shareholders. The Mozaic 4+ platform, Seagate’s newest iteration of its namesake heat-assisted magnetic recording (HAMR) know-how, at the moment helps laborious 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 prospects.
Romano additional revealed that future HDDs that includes 5TB+ per platter will probably be based mostly on Mozaic 5+, the third era of Seagate’s Mozaic know-how to succeed in the market. The primary Mozaic 5+ drives are anticipated to ship to prospects for qualification later in 2027.
After passing Seagate’s inside testing and validation procedures, the brand new drives will probably be delivered to OEM and knowledge middle prospects for ultimate approval. Following that course of, 50TB drives ought to ultimately develop 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 can assist preserve 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.
Because of demand from AI hyperscalers and cloud service suppliers, Seagate’s outcomes for the fourth quarter of fiscal 12 months 2026 have 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 units reminiscent of HDDs is so sturdy, Seagate CEO Dave Mosley stated, that almost all of nearline exabyte output is already allotted nicely into 2028.
Seagate now generates most of its income from AI knowledge facilities and cloud giants, though hyperscalers are utilizing HDDs to handle the “lengthy tail” of their AI workloads. Chilly storage has develop into important for offering AI fashions and agentic AI methods with “context,” Mosley stated. The necessity to give AI brokers a persistent knowledge basis throughout person interactions is driving storage procurement – and Seagate’s income – to unprecedented ranges.
