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What if AI’s real money isn’t in the GPUs... but in the digital warehouse where all that data lives forever?

Everyone knows NVIDIA: the brains of AI. Everyone knows Micron: the fast memory those brains think with. But while the spotlight stays on silicon speed demons, one company quietly built the invisible foundation beneath it all.

Western Digital (NASDAQ:WDC) hit a 52‑week high of $307 today. Less than a year ago, it traded as low as $28.83. That’s a 970% gain, making WD the #2 S&P 500 performer in 2025 behind only SanDisk, its own spin‑off. Morgan Stanley sees $369. BofA just raised to $375.

So what turned a forgotten storage maker into an AI juggernaut? And more critically: is this rocket still strapped with fuel, or has the market already priced in the entire supercycle?

The answer lies in the data swamp where AI is stored.

Western Digital (WDC) daily chart through February 12, 2026. The stock surged from $28.83 (April 2025 low) to an intraday high of $307.50, a 970% gain, fueled by AI storage demand, margin expansion, and spin‑off optionality. Note the vertical rally since November 2025, now testing $300 resistance.