Key Takeaways WDC gains from AI-led hyperscaler demand, exabyte shipments and multi-year customer agreements.STX is seeing cloud-led growth, with data center revenue up 34% and rising adoption of HAMR drives.WDC trades at a lower forward P/E than STX, while returning ample cash via dividends and buybacks.As global data creation accelerates, driven by AI, cloud computing and cybersecurity, demand for reliable storage continues to grow. Both Seagate Technology Holdings plc (STX) and Western Digital Corporatio ...