Western Digital is already sold out of hard drives for all of 2026 — chief says some long-term agreements for 2027 and 2028 already in place

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XxYodawgyodawgyoxX@reddit

Man, when this bubble pops, it's going to be wild. Though, we won't be making any new tech for a while after they all go bankrupt from this pyramid scheme 😂

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I get what you're saying, but the market is pricing in a 10-year AI shift where companies use AI to slash the cost of work across fields accounting, coding, drug discovery, admin, customer service, food service, driving, etc. It may be early, but it’s moving fast. We’re probably heading toward phones you barely need to check because they already know what to show you and just present options on how to handle it.

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XxYodawgyodawgyoxX@reddit

Nothing is being done except wasting money on a global scale for a product that is a buzz word and nothing else. The company I work for, fired a ton of people because they were told that could be replaced by AI. Nothing works now. They are scrambling to hire people at the point that they are starting pay at double what that paid before to try and get those people back. I always love finding out that those robots that deliver food are driven by people in another country.

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2025sbestthrowaway@reddit

Yeah companies are buying into the hype too early, yes it's early and yes it's dumb in plenty of applications, especially for enterprise / at scale, but I think it deserves more credit than you're giving it. As an analyst who makes internal tooling, things that would have taken days or weeks to code by hand now take hours.

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TragicKid@reddit

Gotta tell my wife that my big 400TB NAS was the right move last year over the Hermes bag she wanted

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vegetable__lasagne@reddit

What do you even need 400TB for?

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ShmolPotato@reddit

Pron

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joeboo5150@reddit

Probably a Call of Duty install in about 3 years

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Ulrik-HD@reddit

Ask r/DataHoarder

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CrazzyElk@reddit

He wrote down all the reasons not to buy the bag and needed to fit the document somewhere.

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ActualWeed@reddit

Or a hermes bag

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YesThisIsi@reddit

I think its none of your business

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panzermuffin@reddit

Linux ISOs

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nittanyofthings@reddit

Sell 100tb in 6 months, buy her the bag.

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Blueberryburntpie@reddit

Also sell a 128GB RAM kit in 6 months to buy her a second bag.

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YvonYukon@reddit

all of this is literally one companies fault. OpenAi can go fuck themselves.

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Strazdas1@reddit

How did this insane myth came to become so popular? OpenAI is less than 20% of the datacenter demand.

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YvonYukon@reddit

look at their deal with nvidea

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Strazdas1@reddit

The one Nvidia backed out of?

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YvonYukon@reddit

.... do you read the "news" on twitter?

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Strazdas1@reddit

I dont use twitter. What do you mean?

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boringfantasy@reddit

He stated the craze. If he didn’t go so hard marketing LLMs, they probably would’ve stayed as fringe experiments until there was a viable product.

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an_angry_dervish_01@reddit

Altman is a con artist, he's a slimy liar and always has been. It will be so spectacular when he falls and he definitely will.

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highorderdetonation@reddit

The aggravating-but-not-surprising part is that, in all likelihood, he'll get to Lyle Lanley off into the sunset with a superyacht full of cash while we're all still waiting either for retail prices to drop (which at this point may well mean manufacturers reorienting towards the consumer sector, and I really don't want to guess at how that will look) or for the data center bubble to implode.

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PotentialAnt9670@reddit

Yeah. None of these people ever really get what they deserve.

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chipface@reddit

Hopefully he makes a brief layover in North Haverbrook.

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Tuarceata@reddit

angry crowd noises

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angry_RL_player@reddit

It's actually nvidia's fault

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ScelgoIo@reddit

Onestamente questa notizia cambia un po’ la narrativa.

Per uso domestico ormai quasi tutti parlano solo di SSD, ma a livello enterprise il costo per terabyte degli HDD resta difficile da battere.

Immagino che gran parte di quei contratti sia legata a data center e storage massivo, più che al mercato consumer.

Dire che gli hard disk siano “morti” nel 2026 forse è un po’ affrettato.

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dropthemagic@reddit

I literally got the last WD hdd drive within 500 miles because I ordered it after the announcement. This is fucking insane. My company is 3 people. We have one fucking drive in case of failure on the main NAS.

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1SizeFitsHall@reddit

I lucked out and built our 2-person business’s little 6TB mirrored NAS like 3 months ago. I’m so, so glad I did.

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dropthemagic@reddit

Before any of this happened we have the only one in texas here I believe. Every morning they had a 40 person line lol and that was just during the gpu days. Our NAS is mirrored as well. And with raid and offsite backup we should be fine. But it’s seriously concerning

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toofine@reddit

Making it impossible to run every other legitimate business so incels can have anime waifus isn't on your bingo card for 2026?

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dropthemagic@reddit

When your bingo card is a 200 page binder ya

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Glad-Audience9131@reddit

so the singing cats videos eats lots of storage eh?

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jianh1989@reddit

And your mum and dad’s Lunar New Year AI slops

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Strazdas1@reddit

have to store all those 50 copies of same selfie somewhere.

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Sictirmaxim@reddit

The boomers on Facebook and Zoomers on Tik Tok need that endangerment ,ok!

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floorshitter69@reddit

We are gonna be so fucked if this shit keeps on going. In a few years we'll have to go back to horse and cart and trade volumes of salt as currency because every last chip and dollar is spent on AI wanking robots.

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machacker89@reddit

Ok! Howard!

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on_nothing_we_trust@reddit

Bought a 22tb Seagate for 234.00 last week.

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-GearZen-@reddit

Somebody better tell Amazon because they’re for sale on there.

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samuelazers@reddit

What are people going to spend on their tax returns then?

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SimBoO911@reddit

cloud storage

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Blueberryburntpie@reddit

To pay off their buy-now-pay-later debt, which those delinquencies have been rising.

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recaffeinated@reddit

The age of personal computing is coming to an end. If we don't kill AI soon, that will be it for all of our hobbies.

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LargeSinkholesInNYC@reddit

Western Digital is a shit company.

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MaoAsadaStan@reddit

WD is the only harddrive I bought that broke.

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imaginary_num6er@reddit

I guess SeaGate drives are just not selling that much

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AK-Brian@reddit

Same story over in Seagate land.

https://finance.yahoo.com/news/seagate-sold-2026-ceo-says-183110537.html

Seagate reported quarterly earnings of $3.11 per share, which beat the analyst consensus estimate of $2.81. Quarterly revenue hit $2.83 billion, which beat the Street estimate of $2.73 billion and was up from revenue of $2.33 billion from the same period last year.

“Seagate’s December quarter results exceeded our expectations on both the top and bottom line, setting new records for gross margin, operating margin and non-GAAP EPS. This performance highlights our team’s strong operational execution, the durability of data center demand, and the ongoing ramp of our HAMR-based Mozaic products,” said Dave Mosley, CEO of Seagate.

On the earnings call, Mosley said the company's nearline storage capacity is fully booked through calendar 2026, with orders for the first half of 2027 expected to open in the coming months.

He added that long-term agreements with major cloud customers provide strong demand visibility through 2027, while discussions already under way for 2028 signal that hyperscalers remain focused on securing supply as their storage needs continue to grow.

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