Counterpoint Conversations: Seagate's Vision for AI-Driven Storage

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Feb 4, 2025

As artificial intelligence (AI) continues to reshape industries, the need for efficient and scalable data storage has never been more critical. Lance Ohara, Vice President of Endpoint Marketing at Seagate Technologies, shared his insights on how the company is navigating this transformative era during a recent conversation with Counterpoint Research.

The Interview

Key Takeaways from the Discussion

  • Seagate is focusing on storage solutions to support the growing demand for AI, particularly at the edge and in the cloud.

  • The company’s consumer products, like those under LaCie brand, are tailored for content creators, addressing their need for high-capacity, efficient storage.

  • Innovations like Seagate’s Mozaic technology are driving advancements in cost-effective, high-density storage solutions.

Analyst Takeaways

  • For Agentic AI and consumer AI to continue to develop in 2025, the need for trusted data is at an all-time high and it is a precious resource. Seagate’s expansion of its consumer product line to improve data utilization and retrieval will be the pinnacle for the wide adoption of AI use cases in the consumer segment.

  • Half the battle is storing the data but making it as actionable as possible will be the turning point to help further integrate AI use cases. Making it as easy as possible for the average consumer to understand how AI can be integrated into their daily life will be a big stepping stone for AI expansion.

  • In the consumer segment, price will usually always be the top priority. Adopting technology that can help lower costs will be key to help AI integration. A key innovation highlighted by Lance is Seagate’s Mozaic technology. The company recently began shipping Mozaic 3+ drives, which boast a remarkable 30 terabytes per hard drive. By leveraging advancements in areal density, Seagate continues to deliver cost-effective storage solutions that meet the ever-growing data demands of businesses and consumers alike.

  • The diversity of the product across various operating systems is also a beneficiary to help backwards compatibility for easier widespread adoption of AI-driven data solutions.

Summary

Category

CP Conversations

Published

Feb 4, 2025

Author

Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer