ConnexionPopular storage giant Western Digital runs dry on consumer storage — AI data centers now take priority
Western Digital has confirmed it is sold out of hard drives for 2026, with firm purchase orders and long-term agreements driven by AI infrastructure demand. With cloud accounting for 89% of revenue, consumer supply is tightening and HDD prices have surged more than 45% since September 2025.
CHINA - 2021/04/24: In this photo illustration the American computer hard disk drive and data storage manufacturer Western Digital (WD) logo is seen on an Android mobile device with the word cancelled on a computer screen. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)
CHINA - 2021/04/24: In this photo illustration the American computer hard disk drive and data storage manufacturer Western Digital (WD) logo is seen on an Android mobile device with the word cancelled on a computer screen. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)
