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  3. Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

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  • Catalin CimpanuC Catalin Cimpanu

    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

    In other words, prepare for huge SSD price surges.

    https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

    C.S.StrowbridgeC This user is from outside of this forum
    C.S.StrowbridgeC This user is from outside of this forum
    C.S.Strowbridge
    wrote last edited by
    #24

    @campuscodi

    I need a new computer, but I won't be able to afford one until after the AI bubble bursts.

    Robert GauldR 1 Reply Last reply
    0
    • Mastodon MigrationM Mastodon Migration

      @campuscodi

      Be interesting if, having locked up the market, AI companies start arbitraging SSDs.

      Billy SmithB This user is from outside of this forum
      Billy SmithB This user is from outside of this forum
      Billy Smith
      wrote last edited by
      #25

      @mastodonmigration @campuscodi

      Remember when the founder of WeWork was borrowing money as a company director from WeWork, then using that personal cash to buy buildings that he then leased to WeWork to repay the loans?

      Who owns the current options on the blank chips that OpenAI "bought"?

      Was it the company or was it Altman hmself?

      Mastodon MigrationM 1 Reply Last reply
      0
      • Billy SmithB Billy Smith

        @mastodonmigration @campuscodi

        Remember when the founder of WeWork was borrowing money as a company director from WeWork, then using that personal cash to buy buildings that he then leased to WeWork to repay the loans?

        Who owns the current options on the blank chips that OpenAI "bought"?

        Was it the company or was it Altman hmself?

        Mastodon MigrationM This user is from outside of this forum
        Mastodon MigrationM This user is from outside of this forum
        Mastodon Migration
        wrote last edited by
        #26

        @BillySmith @campuscodi

        Yup. With these guys if there is the potential for grift, expect grift.

        1 Reply Last reply
        0
        • Catalin CimpanuC Catalin Cimpanu

          Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

          In other words, prepare for huge SSD price surges.

          https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

          javensbukanJ This user is from outside of this forum
          javensbukanJ This user is from outside of this forum
          javensbukan
          wrote last edited by
          #27

          @campuscodi This is sooooo stooooopid.

          1 Reply Last reply
          0
          • Catalin CimpanuC Catalin Cimpanu

            Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

            In other words, prepare for huge SSD price surges.

            https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

            E This user is from outside of this forum
            E This user is from outside of this forum
            Epic Null
            wrote last edited by
            #28

            @campuscodi Fuck this bubble. Pop it.

            1 Reply Last reply
            0
            • David GerardD David Gerard

              @campuscodi earnings call: https://finance.yahoo.com/quote/WDC.BE/earnings/WDC.BE-Q2-2026-earnings_call-406162.html

              Jessie Nabein :neofox_peek_owo:J This user is from outside of this forum
              Jessie Nabein :neofox_peek_owo:J This user is from outside of this forum
              Jessie Nabein :neofox_peek_owo:
              wrote last edited by
              #29

              @davidgerard @campuscodi time to sell shares!!!

              1 Reply Last reply
              0
              • crazyeddieC crazyeddie

                @campuscodi If they buy up all the hard drive space then you don't have any opportunity to build your own shit and store stuff they don't want stored.

                Should maybe be looking at optical next. Might be finding out that for whatever reason AI needs all those 1000 year storage disks too and all the stuff used to make them.

                Jessie Nabein :neofox_peek_owo:J This user is from outside of this forum
                Jessie Nabein :neofox_peek_owo:J This user is from outside of this forum
                Jessie Nabein :neofox_peek_owo:
                wrote last edited by
                #30

                @crazyeddie @campuscodi yeah sadly optical topped out at 100GB, 128GB discs are long unproduced. Not feasible for big storage...

                I expect LTO to get hit price wise too as everyone tries to make do in an HDD supply shortage.

                1 Reply Last reply
                0
                • Catalin CimpanuC Catalin Cimpanu

                  Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                  In other words, prepare for huge SSD price surges.

                  https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                  SkjeggtrollS This user is from outside of this forum
                  SkjeggtrollS This user is from outside of this forum
                  Skjeggtroll
                  wrote last edited by
                  #31

                  @campuscodi

                  I'm not that well versed in how AI companies operate on a technical level, but what would they need massive amounts of HDDs for? Surely when doing something as GPU centric as LLMs, HDDs are way too slow to be in the loop.

                  LouisL 1 Reply Last reply
                  0
                  • SkjeggtrollS Skjeggtroll

                    @campuscodi

                    I'm not that well versed in how AI companies operate on a technical level, but what would they need massive amounts of HDDs for? Surely when doing something as GPU centric as LLMs, HDDs are way too slow to be in the loop.

                    LouisL This user is from outside of this forum
                    LouisL This user is from outside of this forum
                    Louis
                    wrote last edited by
                    #32

                    @skjeggtroll@mastodon.online dataset archival maybe? ​​
                    @campuscodi@mastodon.social

                    SkjeggtrollS 1 Reply Last reply
                    0
                    • Catalin CimpanuC Catalin Cimpanu

                      Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                      In other words, prepare for huge SSD price surges.

                      https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                      ragectlR This user is from outside of this forum
                      ragectlR This user is from outside of this forum
                      ragectl
                      wrote last edited by
                      #33

                      @campuscodi we're back to pen and paper boys, get out the ink wells and the sharpeners

                      1 Reply Last reply
                      0
                      • Catalin CimpanuC Catalin Cimpanu

                        Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                        In other words, prepare for huge SSD price surges.

                        https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                        Nicole ParsonsN This user is from outside of this forum
                        Nicole ParsonsN This user is from outside of this forum
                        Nicole Parsons
                        wrote last edited by
                        #34

                        @campuscodi

                        Wall Street is betting like it's 2008.

                        https://www.bloomberg.com/news/articles/2026-02-14/ai-bubble-fears-are-creating-new-derivatives-credit-weekly

                        https://fortune.com/2026/02/01/is-ai-a-bubble-top-economist-says-no-because-ipos-fraud/

                        #TranslatedFromTheRepublican

                        "When the AI bubble bursts, there will be a glut of hard-drives available in bankruptcy sales for pennies on the dollar"

                        https://mashable.com/article/ai-hard-drive-hdd-shortages-western-digital-sold-out

                        Beggar-Thy-Neighbor & Cornering-the-Market by billionaires was why antitrust legislation & financial regulation is imposed after a crash

                        Bezos is finding out what comes from funding fascists
                        https://www.cnbc.com/2026/02/06/ai-sell-off-stocks-amazon-oracle.html

                        1 Reply Last reply
                        0
                        • Catalin CimpanuC Catalin Cimpanu

                          Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                          In other words, prepare for huge SSD price surges.

                          https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                          HTPC NZH This user is from outside of this forum
                          HTPC NZH This user is from outside of this forum
                          HTPC NZ
                          wrote last edited by
                          #35

                          @campuscodi was looking for a 2.5" SSD last couple of weeks, at least in these parts of the world, it had already begun.

                          1 Reply Last reply
                          0
                          • Catalin CimpanuC Catalin Cimpanu

                            Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                            In other words, prepare for huge SSD price surges.

                            https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                            IanS This user is from outside of this forum
                            IanS This user is from outside of this forum
                            Ian
                            wrote last edited by
                            #36

                            @campuscodi They've already surged. a 2TB Gen4 NVME SSD is more than 2x what it used to cost.

                            On the left is from November 2024, on the right is from now (February 2026)

                            1 Reply Last reply
                            0
                            • LouisL Louis

                              @skjeggtroll@mastodon.online dataset archival maybe? ​​
                              @campuscodi@mastodon.social

                              SkjeggtrollS This user is from outside of this forum
                              SkjeggtrollS This user is from outside of this forum
                              Skjeggtroll
                              wrote last edited by
                              #37

                              @louis @campuscodi

                              I don't see how. They've not needed market-bending amounts of HDDs to handle training sets before, and there's no magical font of new, multiple orders of magnitude larger datasets that's sprung forth recently.

                              1 Reply Last reply
                              0
                              • Catalin CimpanuC Catalin Cimpanu

                                Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                In other words, prepare for huge SSD price surges.

                                https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                Danielle CrawfordA This user is from outside of this forum
                                Danielle CrawfordA This user is from outside of this forum
                                Danielle Crawford
                                wrote last edited by
                                #38

                                @campuscodi this is the IT equivalent of “drill, baby, drill” and it is so stupid

                                1 Reply Last reply
                                0
                                • Catalin CimpanuC Catalin Cimpanu

                                  Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                  In other words, prepare for huge SSD price surges.

                                  https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                  garyG This user is from outside of this forum
                                  garyG This user is from outside of this forum
                                  gary
                                  wrote last edited by
                                  #39

                                  @campuscodi the refurb mkt doesn't really care and dc pulls are going to happen and be a flood of parts - don't buy into fear, scarcity, urgency narrative, it is sort of exact opposite (eventually) #parts is parts

                                  1 Reply Last reply
                                  0
                                  • Catalin CimpanuC Catalin Cimpanu

                                    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                    In other words, prepare for huge SSD price surges.

                                    https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                    ChuckC This user is from outside of this forum
                                    ChuckC This user is from outside of this forum
                                    Chuck
                                    wrote last edited by
                                    #40

                                    @campuscodi Man the surplus market post crash is gonna be LIT!

                                    AI6YR BenA 1 Reply Last reply
                                    0
                                    • ChuckC Chuck

                                      @campuscodi Man the surplus market post crash is gonna be LIT!

                                      AI6YR BenA This user is from outside of this forum
                                      AI6YR BenA This user is from outside of this forum
                                      AI6YR Ben
                                      wrote last edited by
                                      #41

                                      @ChuckMcManis @campuscodi LOL I'm swimming in old hardware, but now I am thinking of "diverting" disk drives out of my local e-waste bin 🤪

                                      virgilpierceV 1 Reply Last reply
                                      0
                                      • Catalin CimpanuC Catalin Cimpanu

                                        Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                        In other words, prepare for huge SSD price surges.

                                        https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                        huntingdonH This user is from outside of this forum
                                        huntingdonH This user is from outside of this forum
                                        huntingdon
                                        wrote last edited by
                                        #42

                                        @campuscodi

                                        Tech Bros buying all of Western Digital's HDD production for an entire year looks a lot less like a supply chain than an attempt to force people to live in their coercive AI world, which benefits only them.

                                        1 Reply Last reply
                                        0
                                        • Catalin CimpanuC Catalin Cimpanu

                                          Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                          In other words, prepare for huge SSD price surges.

                                          https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                          MegatronicThronBanksM This user is from outside of this forum
                                          MegatronicThronBanksM This user is from outside of this forum
                                          MegatronicThronBanks
                                          wrote last edited by
                                          #43

                                          @campuscodi NO, no, no. Prepare for 30 different brands you'd never heard of before to come on the market, some of which will be quite good, and WD and the others to cry like little bitches.

                                          OblomovO 1 Reply Last reply
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