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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/

    kwayk42K This user is from outside of this forum
    kwayk42K This user is from outside of this forum
    kwayk42
    wrote last edited by
    #23

    @campuscodi I will not be surprised if we find out later that this was all collusion to artificially inflate prices

    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/

      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
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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
                          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
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