Quick Read Western Digital (WDC) is up 135% year to date with shares above $400, driven by AI data center demand for its high-capacity HDDs which dominate cold and warm storage at hyperscale cloud providers. Western Digital stock’s rally is further fueled by AI inference workloads requiring massive data storage at scale, sold-out HDD capacity through calendar 2026, and the cleaner post-spin business model after separating its Sandisk (SNDK) NAND flash unit in February 2025. The analyst who called NVI ...