--- title: "WDC Western Digital" canonical: "https://supercyclehq.com/stock/western-digital" type: "stock" dataAsOf: "2026-11-06" ticker: "WDC" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Western Digital (WDC) Western Digital is a data storage company. ## AI Exposure Score **42/100, Growing.** Western Digital sells enterprise hard drives and platforms into cloud and AI data centers that need cheap bulk storage for training data. AI-driven nearline demand underpins the growth story, though the business also serves general cloud and client storage cycles. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $263.78 | | Change 1d | -1.44% | | Change 7d | -27.95% | | Change 30d | -32.93% | | Change 1y | +62.17% | | 52-week high | $745.99 | | 52-week low | $138.93 | | Market cap | $98.7B | | P/E | 9.28 | | EPS | $28.43 | | Next earnings | 2027-01-28 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | San Jose, California | | CEO | Tiang Yew Tan | | Employees | 40,000 | | Website | https://www.westerndigital.com | | Buildout layers | [Memory & Storage](https://supercyclehq.com/category/memory-storage) | ## What the company does Western Digital is a data storage company. It makes enterprise hard drives and solid state drives, selling them to cloud providers, data centers, and device makers who need somewhere to keep the world's data. Its AI-focused portfolio includes Ultrastar data center SSDs, an AI-optimized hard drive platform, OpenFlex storage systems, and reference data center architectures for AI. Training AI models requires holding enormous datasets, and much of that sits on high-capacity drives like Western Digital's. Founded in 1970 and headquartered in San Jose, California, Western Digital trades on the NASDAQ, employs roughly 51,000 people, and is led by CEO Tiang Yew Tan. ## Role in the AI buildout Western Digital sits in the Memory & Storage layer of the AI buildout. AI training runs on massed data, and cloud and AI data centers buy its high-capacity drives as the cheap bulk storage tier underneath that data. AI-driven nearline demand underpins the growth story, though the company also rides general cloud and client storage cycles that have nothing to do with AI. Supercycle scores Western Digital's AI exposure at 42 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $255.9M | 2.05% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $110.1M | 0.45% | trimmed | 2026-06-30 | ## Recent news - [Memory stocks grab the AI headlines: Is this drive maker the bigger bargain?](https://finance.yahoo.com/technology/ai/articles/memory-stocks-grab-ai-headlines-143859249.html?.tsrc=rss) (source, 2026-11-06) - [Nasdaq Suffers Worst AI Panic in Years as Nvidia, SanDisk, and Western Digital Sink](https://finance.yahoo.com/technology/ai/articles/nasdaq-suffers-worst-ai-panic-103707000.html?.tsrc=rss) (source, 2026-11-06) - [Why Are Western Digital (WDC) Shares Falling On AI Data Center Policy Risk?](https://finance.yahoo.com/economy/policy/articles/why-western-digital-wdc-shares-021912081.html?.tsrc=rss) (source, 2026-11-06) - [Micron Technology vs. Western Digital: Which Tech Stock Is the Better Buy for 2027?](https://www.fool.com/coverage/better-buy/2026/11/05/micron-technology-vs-western-digital-which-tech-stock-is-the-better-buy-for-2027/?.tsrc=rss) (source, 2026-11-06) - [SanDisk Surges 10%, Micron and Western Digital Jump 8% as Memory and Storage Stocks Rebound From AI Sell-Off](https://247wallst.com/investing/2026/11/06/sandisk-surges-10-micron-and-western-digital-jump-8-as-memory-and-storage-stocks-rebound-from-ai-sell-off/?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Western Digital do? Western Digital makes enterprise hard drives and SSDs for cloud providers, data centers, and device makers. Its high-capacity drives store the large datasets that AI training and cloud services depend on. ### How is Western Digital exposed to AI? Meaningfully. Supercycle scores it 42 out of 100. AI data centers need cheap bulk storage for training data, which underpins its growth, though general cloud and client storage cycles still matter. ### What are Western Digital's main products? Ultrastar AI data center SSDs, an AI-optimized hard drive platform, OpenFlex AI storage systems, and data center architectures designed for AI workloads. ### Where is Western Digital headquartered and who leads it? Western Digital is headquartered in San Jose, California, and led by CEO Tiang Yew Tan. The company was founded in 1970, trades on the NASDAQ, and employs roughly 51,000 people. --- Source: https://supercyclehq.com/stock/western-digital. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.