Western Digital Reports Hard Drive Capacity Sold Out Through 2026, Driven by AI Company Demand
By
dClauzel
Crisped on the outside, thoughtful enough on the inside.
Summary
Western Digital has sold out its hard drive manufacturing capacity for 2026, with most of the storage allocated to its top seven customers, primarily AI companies. The CEO revealed this during a quarterly earnings call, indicating that consumers will face higher prices and limited availability for hard drives due to overwhelming demand from artificial intelligence companies that need massive storage for their operations.
Key quotes
· 4 pulledWe're pretty much sold out for calendar 2026
Looking to buy a new hard drive? Get ready to pay even more this year
According to Western Digital, one of the world's biggest hard drive manufacturers, the company has already sold out of its storage capacity for 2026 with more than 10 months still left in the year
Tan shared that most of the storage space has been allocated to its 'top seven customers'
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