WD rebranding bet pays off with massive $3 billion AI surge

Western Digital (WD) is transforming itself into an AI infrastructure kingpin, moving beyond its traditional markets to capture its share of spending frenzy. The company, which is ditching its legacy nameplate and rebranding as WD, recently announced its second-quarter fiscal year 2026 earnings, sparking bullish sentiment from analysts and boosting investor confidence this week. WD also reinforced its optimism on accelerating hard disk drive (HDD) demand from AI-heavy data centers. In its earnings report ...