Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead
TweakTown | 15.02.2026 09:22TL;DR: Western Digital faces a severe HDD capacity shortage as AI and enterprise demand surge, driving prices to a two-year high. With cloud revenue at 89% and consumer share at 5%, WD's storage focus shifts to cost-effective HDDs for massive exabyte-scale data centers, highlighting critical industry supply constraints.
