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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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  • 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
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            • 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
                                      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
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