When it comes to artificial intelligence (AI) infrastructure stocks, Micron Technology and Sandisk have been getting plenty of attention this year. Both are benefiting from the massive demand for memory and storage driven by the global expansion of AI data centers. While Micron manufactures memory chips and Sandisk specializes in flash storage, Western Digital (NASDAQ: WDC) makes the high-capacity hard disk drives (HDDs) that cloud computing companies use to store enormous amounts of information. It's a different part of the AI infrastructure business but one that's becoming increasingly important as companies build more powerful AI systems. And that's why I think Western Digital deserves a closer look. The stock is up more than 100% so far this year, with plenty more room to run.
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