agentic data wave lifts infrastructure
PSTG is positioned as an infrastructure beneficiary of the agentic/AI data-demand wave (analogized through the need for broader “power + compute” capacity), making it part of the scarcity-side portfolio.
PSTG is positioned as a scarcity-side beneficiary of the agentic AI buildout, where surging data demands require expanded storage infrastructure. The analogy to broader power and compute capacity constraints reinforces its place in a high-conviction AI infrastructure basket.
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