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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/

    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
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      • 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
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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/

          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
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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/

                  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
                                  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/

                                    Fluffy Kitty CatF This user is from outside of this forum
                                    Fluffy Kitty CatF This user is from outside of this forum
                                    Fluffy Kitty Cat
                                    wrote last edited by
                                    #44

                                    @campuscodi o wonder if there's gonna be a glut of hardware when the bubble pops

                                    1 Reply Last reply
                                    0
                                    • AI6YR BenA AI6YR Ben

                                      @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 This user is from outside of this forum
                                      virgilpierceV This user is from outside of this forum
                                      virgilpierce
                                      wrote last edited by
                                      #45

                                      @ai6yr @ChuckMcManis @campuscodi local university or government surplus auctions. They are too slow to update their policies to a supply crunch like this so for the first year as they continue with the old replacement schedule there will be some deals to be had.

                                      1 Reply Last reply
                                      0
                                      • Mirrors And StuffM Mirrors And Stuff

                                        @campuscodi WD make spinning rust primarily - it's not just SSDs this time

                                        Ben ZaninG This user is from outside of this forum
                                        Ben ZaninG This user is from outside of this forum
                                        Ben Zanin
                                        wrote last edited by
                                        #46

                                        @mirrorsandstuff @campuscodi WD makes spinning rust _only_. They split off the SSD part of the company last year, when SanDisk became its own independent legal entity again.

                                        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/

                                          Zdeněk DoležalD This user is from outside of this forum
                                          Zdeněk DoležalD This user is from outside of this forum
                                          Zdeněk Doležal
                                          wrote last edited by
                                          #47

                                          @campuscodi může někdo říci že přínos AI odpovídá vynaloženým nákladům?🤔

                                          1 Reply Last reply
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