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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/

    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

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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
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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/

        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)

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        • 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
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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/

            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
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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/

              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

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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/

                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.

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                          • 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
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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/

                              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
                              0
                              • MegatronicThronBanksM MegatronicThronBanks

                                @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 This user is from outside of this forum
                                OblomovO This user is from outside of this forum
                                Oblomov
                                wrote last edited by
                                #48

                                @megatronicthronbanks @campuscodi I hope this is a sarcastic jab at the purported self-balancing capabilities of capitalism.

                                1 Reply Last reply
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                                • C.S.StrowbridgeC C.S.Strowbridge

                                  @campuscodi

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

                                  Robert GauldR This user is from outside of this forum
                                  Robert GauldR This user is from outside of this forum
                                  Robert Gauld
                                  wrote last edited by
                                  #49

                                  @csstrowbridge @campuscodi same

                                  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/

                                    Kevin RussellK This user is from outside of this forum
                                    Kevin RussellK This user is from outside of this forum
                                    Kevin Russell
                                    wrote last edited by
                                    #50

                                    @campuscodi

                                    The bubble collapse can't come too soon.

                                    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/

                                      小津 OzuO This user is from outside of this forum
                                      小津 OzuO This user is from outside of this forum
                                      小津 Ozu
                                      wrote last edited by
                                      #51

                                      @campuscodi because of the slop everything is expensive. Great. Just great.

                                      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/

                                        gkrnoursG This user is from outside of this forum
                                        gkrnoursG This user is from outside of this forum
                                        gkrnours
                                        wrote last edited by
                                        #52

                                        @campuscodi ok but SSD price have already skyrocketed.

                                        1 Reply Last reply
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