Seagate and Nvidia Lead US AI Infrastructure Stocks Amid Regulatory Debate

Nvidia and Seagate are leading stocks in the US AI infrastructure space, according to Simply Wall St.

The AI infrastructure sector has gained momentum as Washington debates regulation, and investors are looking for companies that can benefit from this trend.

Seagate Technology Holdings (STX) is one of the clear storage plays in the US AI Infrastructure and Data-Center Builders screener, with $12.2 billion in revenue coming from manufacturing and distributing storage solutions across hard drives, SSDs, and systems.

Seagate's HAMR-based Mozaic drives are ramping up, with management reporting that these products already represent about 40% of nearline exabyte shipments.