AI Demand Drains WD's HDD Capacity, Prices Climb
TL;DR Summary
Western Digital says it’s sold out of HDD capacity due to surging AI and enterprise demand, pushing HDD prices to multi-year highs. With cloud revenue around 89% and consumer sales only about 5%, WD will focus on HDDs for exabyte-scale data centers and has secured long-term orders through 2027–2028 with major customers.
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