hyperscaler

Western Digital says 2026 HDD capacity 100% sold out, hyperscaler AI data center cloud 89% of revenue, consumer 5%, long term deals to 2028

Source: https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/ HDD capacity from one of the world’s largest manufacturers has started to run dry, according to Western Digital’s CEO, as major LTAs have been signed out. Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about …

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