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Meet the AI Infrastructure Stock That Has Tripled in 2026 (Hint: It Can Still Double)

The incredible demand for storage in AI data centers suggests that Seagate's terrific rally is sustainable.

Meet the AI Infrastructure Stock That Has Tripled in 2026 (Hint: It Can Still Double)

Published September 7, 2026 · Category: Finance

Overview

Investments in artificial intelligence (AI) infrastructure aren't showing any signs of slowing down. Industry bellwether Nvidia recently noted that the top five hyperscalers are on track to spend $800 billion in capital expenditure this year, followed by a significant jump to $1.3 trillion in 2027.

Nvidia management pointed out that the massive $2 trillion revenue backlog that hyperscalers are sitting on will encourage them to accelerate the AI infrastructure build-out. This is great news for Seagate Technology (NASDAQ:STX) investors, who have seen their investment in the data storage specialist more than triple in 2026, as of this writing.

Details

Seagate stock has surged 208% so far this year. Investors can still buy this fast-growing company at an attractive valuation, and doing so could prove to be the smart move, given the potential upside it offers over the next three years.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.