Broadcom (NasdaqGS:AVGO) has qualified Seagate Technology's Mozaic hard drives for use with its host bus adapters in enterprise storage systems. The Mozaic lineup combines HAMR and SMR recording technologies, targeting very high capacity workloads in data center environments. Microsoft Azure Storage has validated the combined Broadcom, Seagate and Mozaic stack in a hyperscale real world cloud deployment. The qualification of Seagate's Mozaic HAMR and SMR drives for Broadcom adapters, and Azure's hyperscale validation, should be weighed beside the rest of the story. Our analysis turns up 5 other big wins for Broadcom as well.
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