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  3. Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

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  • campuscodi@mastodon.socialC campuscodi@mastodon.social

    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

    In other words, prepare for huge SSD price surges.

    https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

    javensbukan@mstdn.caJ This user is from outside of this forum
    javensbukan@mstdn.caJ This user is from outside of this forum
    javensbukan@mstdn.ca
    wrote sidst redigeret af
    #27

    @campuscodi This is sooooo stooooopid.

    1 Reply Last reply
    0
    • campuscodi@mastodon.socialC campuscodi@mastodon.social

      Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

      In other words, prepare for huge SSD price surges.

      https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

      epic_null@infosec.exchangeE This user is from outside of this forum
      epic_null@infosec.exchangeE This user is from outside of this forum
      epic_null@infosec.exchange
      wrote sidst redigeret af
      #28

      @campuscodi Fuck this bubble. Pop it.

      1 Reply Last reply
      0
      • davidgerard@circumstances.runD davidgerard@circumstances.run

        @campuscodi earnings call: https://finance.yahoo.com/quote/WDC.BE/earnings/WDC.BE-Q2-2026-earnings_call-406162.html

        jessienab@wetdry.worldJ This user is from outside of this forum
        jessienab@wetdry.worldJ This user is from outside of this forum
        jessienab@wetdry.world
        wrote sidst redigeret af
        #29

        @davidgerard @campuscodi time to sell shares!!!

        1 Reply Last reply
        0
        • crazyeddie@mastodon.socialC crazyeddie@mastodon.social

          @campuscodi If they buy up all the hard drive space then you don't have any opportunity to build your own shit and store stuff they don't want stored.

          Should maybe be looking at optical next. Might be finding out that for whatever reason AI needs all those 1000 year storage disks too and all the stuff used to make them.

          jessienab@wetdry.worldJ This user is from outside of this forum
          jessienab@wetdry.worldJ This user is from outside of this forum
          jessienab@wetdry.world
          wrote sidst redigeret af
          #30

          @crazyeddie @campuscodi yeah sadly optical topped out at 100GB, 128GB discs are long unproduced. Not feasible for big storage...

          I expect LTO to get hit price wise too as everyone tries to make do in an HDD supply shortage.

          1 Reply Last reply
          0
          • campuscodi@mastodon.socialC campuscodi@mastodon.social

            Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

            In other words, prepare for huge SSD price surges.

            https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

            skjeggtroll@mastodon.onlineS This user is from outside of this forum
            skjeggtroll@mastodon.onlineS This user is from outside of this forum
            skjeggtroll@mastodon.online
            wrote sidst redigeret af
            #31

            @campuscodi

            I'm not that well versed in how AI companies operate on a technical level, but what would they need massive amounts of HDDs for? Surely when doing something as GPU centric as LLMs, HDDs are way too slow to be in the loop.

            louis@social.louis-vallat.devL 1 Reply Last reply
            0
            • skjeggtroll@mastodon.onlineS skjeggtroll@mastodon.online

              @campuscodi

              I'm not that well versed in how AI companies operate on a technical level, but what would they need massive amounts of HDDs for? Surely when doing something as GPU centric as LLMs, HDDs are way too slow to be in the loop.

              louis@social.louis-vallat.devL This user is from outside of this forum
              louis@social.louis-vallat.devL This user is from outside of this forum
              louis@social.louis-vallat.dev
              wrote sidst redigeret af
              #32

              @skjeggtroll@mastodon.online dataset archival maybe? ​​
              @campuscodi@mastodon.social

              skjeggtroll@mastodon.onlineS 1 Reply Last reply
              0
              • campuscodi@mastodon.socialC campuscodi@mastodon.social

                Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                In other words, prepare for huge SSD price surges.

                https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                ragectl@hachyderm.ioR This user is from outside of this forum
                ragectl@hachyderm.ioR This user is from outside of this forum
                ragectl@hachyderm.io
                wrote sidst redigeret af
                #33

                @campuscodi we're back to pen and paper boys, get out the ink wells and the sharpeners

                1 Reply Last reply
                0
                • campuscodi@mastodon.socialC campuscodi@mastodon.social

                  Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                  In other words, prepare for huge SSD price surges.

                  https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                  npars01@mstdn.socialN This user is from outside of this forum
                  npars01@mstdn.socialN This user is from outside of this forum
                  npars01@mstdn.social
                  wrote sidst redigeret af
                  #34

                  @campuscodi

                  Wall Street is betting like it's 2008.

                  https://www.bloomberg.com/news/articles/2026-02-14/ai-bubble-fears-are-creating-new-derivatives-credit-weekly

                  https://fortune.com/2026/02/01/is-ai-a-bubble-top-economist-says-no-because-ipos-fraud/

                  #TranslatedFromTheRepublican

                  "When the AI bubble bursts, there will be a glut of hard-drives available in bankruptcy sales for pennies on the dollar"

                  https://mashable.com/article/ai-hard-drive-hdd-shortages-western-digital-sold-out

                  Beggar-Thy-Neighbor & Cornering-the-Market by billionaires was why antitrust legislation & financial regulation is imposed after a crash

                  Bezos is finding out what comes from funding fascists
                  https://www.cnbc.com/2026/02/06/ai-sell-off-stocks-amazon-oracle.html

                  1 Reply Last reply
                  0
                  • campuscodi@mastodon.socialC campuscodi@mastodon.social

                    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                    In other words, prepare for huge SSD price surges.

                    https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                    htpcnz@mastodon.socialH This user is from outside of this forum
                    htpcnz@mastodon.socialH This user is from outside of this forum
                    htpcnz@mastodon.social
                    wrote sidst redigeret af
                    #35

                    @campuscodi was looking for a 2.5" SSD last couple of weeks, at least in these parts of the world, it had already begun.

                    1 Reply Last reply
                    0
                    • campuscodi@mastodon.socialC campuscodi@mastodon.social

                      Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                      In other words, prepare for huge SSD price surges.

                      https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                      soviut@hachyderm.ioS This user is from outside of this forum
                      soviut@hachyderm.ioS This user is from outside of this forum
                      soviut@hachyderm.io
                      wrote sidst redigeret af
                      #36

                      @campuscodi They've already surged. a 2TB Gen4 NVME SSD is more than 2x what it used to cost.

                      On the left is from November 2024, on the right is from now (February 2026)

                      1 Reply Last reply
                      0
                      • louis@social.louis-vallat.devL louis@social.louis-vallat.dev

                        @skjeggtroll@mastodon.online dataset archival maybe? ​​
                        @campuscodi@mastodon.social

                        skjeggtroll@mastodon.onlineS This user is from outside of this forum
                        skjeggtroll@mastodon.onlineS This user is from outside of this forum
                        skjeggtroll@mastodon.online
                        wrote sidst redigeret af
                        #37

                        @louis @campuscodi

                        I don't see how. They've not needed market-bending amounts of HDDs to handle training sets before, and there's no magical font of new, multiple orders of magnitude larger datasets that's sprung forth recently.

                        1 Reply Last reply
                        0
                        • campuscodi@mastodon.socialC campuscodi@mastodon.social

                          Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                          In other words, prepare for huge SSD price surges.

                          https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                          aizuchi@hachyderm.ioA This user is from outside of this forum
                          aizuchi@hachyderm.ioA This user is from outside of this forum
                          aizuchi@hachyderm.io
                          wrote sidst redigeret af
                          #38

                          @campuscodi this is the IT equivalent of “drill, baby, drill” and it is so stupid

                          1 Reply Last reply
                          0
                          • campuscodi@mastodon.socialC campuscodi@mastodon.social

                            Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                            In other words, prepare for huge SSD price surges.

                            https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                            gary_alderson@infosec.exchangeG This user is from outside of this forum
                            gary_alderson@infosec.exchangeG This user is from outside of this forum
                            gary_alderson@infosec.exchange
                            wrote sidst redigeret af
                            #39

                            @campuscodi the refurb mkt doesn't really care and dc pulls are going to happen and be a flood of parts - don't buy into fear, scarcity, urgency narrative, it is sort of exact opposite (eventually) #parts is parts

                            1 Reply Last reply
                            0
                            • campuscodi@mastodon.socialC campuscodi@mastodon.social

                              Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                              In other words, prepare for huge SSD price surges.

                              https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                              chuckmcmanis@chaos.socialC This user is from outside of this forum
                              chuckmcmanis@chaos.socialC This user is from outside of this forum
                              chuckmcmanis@chaos.social
                              wrote sidst redigeret af
                              #40

                              @campuscodi Man the surplus market post crash is gonna be LIT!

                              ai6yr@m.ai6yr.orgA 1 Reply Last reply
                              0
                              • chuckmcmanis@chaos.socialC chuckmcmanis@chaos.social

                                @campuscodi Man the surplus market post crash is gonna be LIT!

                                ai6yr@m.ai6yr.orgA This user is from outside of this forum
                                ai6yr@m.ai6yr.orgA This user is from outside of this forum
                                ai6yr@m.ai6yr.org
                                wrote sidst redigeret af
                                #41

                                @ChuckMcManis @campuscodi LOL I'm swimming in old hardware, but now I am thinking of "diverting" disk drives out of my local e-waste bin 🤪

                                virgilpierce@nerdculture.deV 1 Reply Last reply
                                0
                                • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                  Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                  In other words, prepare for huge SSD price surges.

                                  https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                  huntingdon@mstdn.socialH This user is from outside of this forum
                                  huntingdon@mstdn.socialH This user is from outside of this forum
                                  huntingdon@mstdn.social
                                  wrote sidst redigeret af
                                  #42

                                  @campuscodi

                                  Tech Bros buying all of Western Digital's HDD production for an entire year looks a lot less like a supply chain than an attempt to force people to live in their coercive AI world, which benefits only them.

                                  1 Reply Last reply
                                  0
                                  • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                    In other words, prepare for huge SSD price surges.

                                    https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                    megatronicthronbanks@mastodon.socialM This user is from outside of this forum
                                    megatronicthronbanks@mastodon.socialM This user is from outside of this forum
                                    megatronicthronbanks@mastodon.social
                                    wrote sidst redigeret af
                                    #43

                                    @campuscodi NO, no, no. Prepare for 30 different brands you'd never heard of before to come on the market, some of which will be quite good, and WD and the others to cry like little bitches.

                                    oblomov@sociale.networkO 1 Reply Last reply
                                    0
                                    • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                      Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                      In other words, prepare for huge SSD price surges.

                                      https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                      eepyfluff@furries.clubE This user is from outside of this forum
                                      eepyfluff@furries.clubE This user is from outside of this forum
                                      eepyfluff@furries.club
                                      wrote sidst redigeret af
                                      #44

                                      @campuscodi Damnit, not again!

                                      1 Reply Last reply
                                      0
                                      • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                        Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                        In other words, prepare for huge SSD price surges.

                                        https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/

                                        fluffykittycat@furry.engineerF This user is from outside of this forum
                                        fluffykittycat@furry.engineerF This user is from outside of this forum
                                        fluffykittycat@furry.engineer
                                        wrote sidst redigeret af
                                        #45

                                        @campuscodi o wonder if there's gonna be a glut of hardware when the bubble pops

                                        1 Reply Last reply
                                        0
                                        • ai6yr@m.ai6yr.orgA ai6yr@m.ai6yr.org

                                          @ChuckMcManis @campuscodi LOL I'm swimming in old hardware, but now I am thinking of "diverting" disk drives out of my local e-waste bin 🤪

                                          virgilpierce@nerdculture.deV This user is from outside of this forum
                                          virgilpierce@nerdculture.deV This user is from outside of this forum
                                          virgilpierce@nerdculture.de
                                          wrote sidst redigeret af
                                          #46

                                          @ai6yr @ChuckMcManis @campuscodi local university or government surplus auctions. They are too slow to update their policies to a supply crunch like this so for the first year as they continue with the old replacement schedule there will be some deals to be had.

                                          1 Reply Last reply
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