Western Digital has exhausted its HDD production capacity for the entire year of 2026 due to the AI boom

robot
Abstract generation in progress

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.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)