In context: Western Digital is one of the few remaining hard disk drive manufacturers in the world. According to its latest earnings call, the company now does most of its business with AI data center ...
Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations, marking the largest quarterly increase in nearly eight quarters.
TL;DR: Western Digital faces a severe HDD capacity shortage as AI and enterprise demand surge, driving prices to a two-year high. With cloud revenue at 89% and consumer share at 5%, WD's storage focus ...
Western Digital CEO says its HDD capacity for 2026 is already fully booked Enterprise clients dominate orders, leaving consumer products at only five percentof revenue AI-driven data growth ...
The current component shortage the technology industry finds itself in, driven by the insatiable appetite of enormous AI data centers, started out with memory but has quickly spread to other ...
Western Digital's CEO confirms all HDD capacity is sold out through 2026, with firm orders extending to 2028. AI and cloud demand has pushed hard drive prices to two-year highs as data centres ...
Seagate and Western Digital dominate reliability rankings across massive real-world datasets Annualized failure rate falls to 1.36% across 344,196 drives Vibration emerges as the suspected cause ...
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Western Digital says its all sold out of hard drives for 2026, less than two months into the year. Credit: Alex Kraus/Bloomberg via Getty Images Looking to buy a new hard drive? Get ready to pay even ...
You've probably noticed that SSD prices are ridiculous right now, and they're not getting cheaper. If you have to back up some stuff, buy a new drive sooner rather than later to ensure your files are ...