Key Takeaways WDC benefits from AI-fueled demand, new HDD technologies and a stronger balance sheet.NTAP expands its AI and cloud footprint with strong flash demand and new enterprise solutions.WDC trades at a higher valuation but offers stronger growth and earnings momentum than NTAP.The data-storage sector is shaped by secular industrial tailwinds such as explosive growth in data volumes driven by cloud migration, AI/ML workloads and edge devices. Western Digital Corporation ((WDC) and NetApp Inc. ((NTAP) ...