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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/

    monkeyben@mastodon.sdf.orgM This user is from outside of this forum
    monkeyben@mastodon.sdf.orgM This user is from outside of this forum
    monkeyben@mastodon.sdf.org
    wrote sidst redigeret af
    #18

    @campuscodi

    Good job Western Digital drives are shit. I hope data centres have 100% drive failures.

    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/

      drwho@masto.hackers.townD This user is from outside of this forum
      drwho@masto.hackers.townD This user is from outside of this forum
      drwho@masto.hackers.town
      wrote sidst redigeret af
      #19

      @campuscodi FUCK

      1 Reply Last reply
      0
      • gooba42@mastodon.socialG gooba42@mastodon.social

        @campuscodi I feel like this snaps the trap shut on consumers. You'll get your storage from an AI vendor in the cloud or you won't get it at all. And because you can't afford your own backup media, you'll pay what they ask and compromise however they want.

        monkeyben@mastodon.sdf.orgM This user is from outside of this forum
        monkeyben@mastodon.sdf.orgM This user is from outside of this forum
        monkeyben@mastodon.sdf.org
        wrote sidst redigeret af
        #20

        @gooba42

        I'll get my storage from my stationers before I give money to these AI shysters.

        @campuscodi

        1 Reply Last reply
        0
        • kats@chaosfem.twK kats@chaosfem.tw

          @campuscodi Now I'm waiting for China to step in and fill the gap.

          monkeyben@mastodon.sdf.orgM This user is from outside of this forum
          monkeyben@mastodon.sdf.orgM This user is from outside of this forum
          monkeyben@mastodon.sdf.org
          wrote sidst redigeret af
          #21

          @KatS

          The more I hear about US tech bros, the more I want to move away from US solutions.

          @campuscodi

          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/

            kwayk42@sechtor.socialK This user is from outside of this forum
            kwayk42@sechtor.socialK This user is from outside of this forum
            kwayk42@sechtor.social
            wrote sidst redigeret af
            #22

            @campuscodi I will not be surprised if we find out later that this was all collusion to artificially inflate prices

            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/

              csstrowbridge@mastodon.socialC This user is from outside of this forum
              csstrowbridge@mastodon.socialC This user is from outside of this forum
              csstrowbridge@mastodon.social
              wrote sidst redigeret af
              #23

              @campuscodi

              I need a new computer, but I won't be able to afford one until after the AI bubble bursts.

              robertgauld@mastodon.sdf.orgR 1 Reply Last reply
              0
              • mastodonmigration@mastodon.onlineM mastodonmigration@mastodon.online

                @campuscodi

                Be interesting if, having locked up the market, AI companies start arbitraging SSDs.

                billysmith@social.coopB This user is from outside of this forum
                billysmith@social.coopB This user is from outside of this forum
                billysmith@social.coop
                wrote sidst redigeret af
                #24

                @mastodonmigration @campuscodi

                Remember when the founder of WeWork was borrowing money as a company director from WeWork, then using that personal cash to buy buildings that he then leased to WeWork to repay the loans?

                Who owns the current options on the blank chips that OpenAI "bought"?

                Was it the company or was it Altman hmself?

                mastodonmigration@mastodon.onlineM 1 Reply Last reply
                0
                • billysmith@social.coopB billysmith@social.coop

                  @mastodonmigration @campuscodi

                  Remember when the founder of WeWork was borrowing money as a company director from WeWork, then using that personal cash to buy buildings that he then leased to WeWork to repay the loans?

                  Who owns the current options on the blank chips that OpenAI "bought"?

                  Was it the company or was it Altman hmself?

                  mastodonmigration@mastodon.onlineM This user is from outside of this forum
                  mastodonmigration@mastodon.onlineM This user is from outside of this forum
                  mastodonmigration@mastodon.online
                  wrote sidst redigeret af
                  #25

                  @BillySmith @campuscodi

                  Yup. With these guys if there is the potential for grift, expect grift.

                  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/

                    johncomic@beige.partyJ This user is from outside of this forum
                    johncomic@beige.partyJ This user is from outside of this forum
                    johncomic@beige.party
                    wrote sidst redigeret af
                    #26

                    @campuscodi F F F

                    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/

                      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
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