Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.
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Be interesting if, having locked up the market, AI companies start arbitraging SSDs.
@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?
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@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?
Yup. With these guys if there is the potential for grift, expect grift.
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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/
@campuscodi This is sooooo stooooopid.
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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/
@campuscodi Fuck this bubble. Pop it.
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@davidgerard @campuscodi time to sell shares!!!
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@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.
@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.
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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/
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.
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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.
@skjeggtroll@mastodon.online dataset archival maybe?
@campuscodi@mastodon.social -
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/
@campuscodi we're back to pen and paper boys, get out the ink wells and the sharpeners
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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/
Wall Street is betting like it's 2008.
https://fortune.com/2026/02/01/is-ai-a-bubble-top-economist-says-no-because-ipos-fraud/
"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 -
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/
@campuscodi was looking for a 2.5" SSD last couple of weeks, at least in these parts of the world, it had already begun.
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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/
@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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@skjeggtroll@mastodon.online dataset archival maybe?
@campuscodi@mastodon.socialI 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.
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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/
@campuscodi this is the IT equivalent of “drill, baby, drill” and it is so stupid
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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/
@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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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/
@campuscodi Man the surplus market post crash is gonna be LIT!
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@campuscodi Man the surplus market post crash is gonna be LIT!
@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 🤪
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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/
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.
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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/
@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.
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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/
@campuscodi o wonder if there's gonna be a glut of hardware when the bubble pops
