西部数据(WDC)在夜盘交易中股价大跌5.09%，延续了此前交易日的疲软态势，成为市场关注的焦点。
消息面上，存储芯片板块整体承压，主要源于市场对人工智能基础设施大规模投资前景的疑虑不断加深。此前，英伟达宣布与韩国SK集团达成超过5000亿美元的战略合作关系，同时还在洽谈为OpenAI提供高达2500亿美元的融资担保，以帮助其租赁数据中心项目。这些交易的“环形”本质引发了市场担忧——英伟达向使用其芯片的公司提供资金，而这些资金最终又回流到自身业务。
高盛集团以及电影《大空头》原型投资者迈克尔·贝瑞等知名人士数月来一直警告此类协议的风险。市场担忧在于，若AI未能为投入数千亿美元的投资者带来盈利，这类交易可能扭曲需求、催生错误决策并放大损失。此外，存储芯片行业还面临NAND闪存价格波动、企业存储更新周期可能放缓以及云服务提供商资本支出步伐放缓等多重压力，导致包括西部数据在内的存储芯片概念股集体重挫。
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