AI Demand Tightens Western Digital's HDD Inventory for 2026
TL;DR Summary
AI-driven demand has left WD with the calendar 2026 HDD supply sold out, with firm POs from seven top customers and orders for 2027 and 2028; enterprise cloud clients dominate WD's revenue, and rising SSD costs may push data centers to mix drives, potentially lifting consumer PC prices.
- AI Demand Clears Out Western Digital's Hard Drive Supply for 2026 PCMag
- Thanks a lot, AI: Hard drives are already sold out for the entire year, says Western Digital Mashable
- Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead TweakTown
- Thanks AI: Hard drives aren't going to get cheaper anytime soon AppleInsider
- Western Digital is already sold out of hard drives for all of 2026 — chief says some long-term agreements for 2027 and 2028 already in place Tom's Hardware
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