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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/

    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
                              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
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