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Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead
(www.tweaktown.com)
this post was submitted on 15 Feb 2026
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Regardless of whether the bubble bursts, the massive amount of compute in these data centers won't go away. It will be up for rent when this AI training falls out of fashion.
Why would a chip maker try to predict the market when they can make contracts for years worth of production?
If the manufacturers never go back to producing the useful consumer hardware, we would be forced to rent this data center compute.
Smells like cloud gaming.