Western Digital has completely sold out its HDD production capacity for the entire year of 2026, driven primarily by the high demand from AI hyperscalers and corporate clients. The cloud segment now accounts for 89% of the company’s total revenue, with HDDs remaining the most economical solution for large-scale data storage required by AI. This early booking in February 2026 highlights the significant impact of the AI boom on data storage infrastructure.
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Western Digital has exhausted its HDD production capacity for the entire year of 2026 due to the AI boom
Western Digital has completely sold out its HDD production capacity for the entire year of 2026, driven primarily by the high demand from AI hyperscalers and corporate clients. The cloud segment now accounts for 89% of the company’s total revenue, with HDDs remaining the most economical solution for large-scale data storage required by AI. This early booking in February 2026 highlights the significant impact of the AI boom on data storage infrastructure.