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AI Firms Have Snapped Up All of Western Digital’s Hard Drives for the Year
18 Feb 2026 22:57 GMT
… Western Digital's entire hard drive production run for 2026. WD CEO …
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Western Digital's entire 2026 hard drive stock already sold out – RAMaggedon could prove even more disastrous on your pocket
18 Feb 2026 07:09 GMT
… our newsletter
Quick Summary
Western Digital has confirmed that it … need for data centres.
Western Digital has confirmed that its stock … the only effect.
According to Western Digital, its top seven customers – … the same time, Nothing CEO Carl Pei has said that …
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'We’re pretty much sold out for calendar 2026': Western Digital CEO says storage firm is completely sold out of HDD capacity already, so does that mean more price rises to come?
17 Feb 2026 20:04 GMT
… successful
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Western Digital CEO says its HDD capacity for … with our top seven customers,” Western Digital CEO Irving Tan declared during the … upward pressure on procurement budgets.
Western Digital’s focus on enterprise contracts …
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AI Companies Bought Out All of Western Digital’s Hard Drives for 2026 Already
17 Feb 2026 16:27 GMT
… spike in demand from Western Digital’s “top seven customers … Western Digital today. During a recent Q2 earnings call, WD’s CEO … You read that correctly. Western Digital, the company you know … their SSD counterparts, so Western Digital’s cloud storage service …
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AI Boom Sells Out Western Digital’s Hard Drive Capacity Through 2026
17 Feb 2026 15:52 GMT
… market.
Key Takeaways
Western Digital’s HDD capacity for …
Consumer market share for Western Digital has significantly decreased, with … the entirety of 2026. CEO Irving Tan confirmed during … Towards Enterprise and Cloud
Western Digital’s business model has …
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Western Digital is out of hard drives, because AI (of course)
17 Feb 2026 15:46 GMT
… Answers AI
In summary:
Western Digital is completely sold out of … calendar year 2026,” said CEO Irving Tan in the company … AI and cloud dominate, Western Digital has taken a customer-focused … under 90 percent of Western Digital’s business is now supplying …
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Popular storage giant Western Digital runs dry on consumer storage — AI data centers now take priority
17 Feb 2026 14:01 GMT
… : Rich Edmonds / Windows Central)Western Digital CEO Irving Tan has confirmed that … seven customers.
Irving Tan - Western Digital CEO
On paper, the move makes … and price
Irving Tan - Western Digital CEO
LTAs referring to long-term …
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Phison CEO thinks NAND shortages could shut down entire consumer electronics companies in 2026 — claims at least one foundry demands three-year cash payment upfront
18 Feb 2026 12:14 GMT
… tough enough on Phison, but CEO Khein-Seng Pua (KS Pua … .
That news unfortunately dovetails with Western Digital saying it's out …
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Western Digital is Sold Out of Hard Drives for 2026
16 Feb 2026 23:17 GMT
Western Digital's entire hard drive … is now fully spoken for, CEO Irving Tan disclosed during the … now accounts for 89% of Western Digital's total, according to …
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AI boom triggers hard drive shortage — Western Digital says supply is gone for 2026
16 Feb 2026 21:10 GMT
… in hard drive demand: Western Digital sells out 2026 storage … means for buyersNow, with Western Digital’s storage capacity fully … drives getting more expensive?
Western Digital says its 2026 storage …
Is Western Digital really sold out for 2026?
Yes. CEO Irving …
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