[PERSON]
Dave Mosley
Featured in 4 tracked stories · first seen
Situations
Seagate AI-driven storage surge
3 clusters · 11 sources · last updated
Latest: Seagate launches Mozaic platform, targets 50‑TB HAMR drives by 2027
In late July 2026 Seagate reiterated its rapid scaling to meet AI‑driven data‑center storage demand. After reporting a record Q4 profit and announcing the Mozaic 5+ platform, the company said the next‑generation HAMR‑bas
AI-driven semiconductor equipment demand
2 clusters · 18 sources · last updated
Latest: KLA Corp and Seagate forecast strong Q1 on AI‑driven demand
Analysts traced a surge in AI‑focused infrastructure spending to rising share prices for semiconductor equipment maker KLA Corp (formerly KLA‑Tencor) and glass supplier Corning in early July 2026. By month‑end KLA report