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Thanks a lot, AI: Hard drives are sold out for the year, says WD
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Overview
Western Digital has sold out its hard drive storage capacity for 2026, with over 10 months remaining in the year. CEO Irving Tan announced that the company is effectively sold out for the calendar year.
Summary from mashable.com.
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Hacker News · mashable.com
Hacker News discussion ↗
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Based on 5 sampled comments from this thread. Analyzed 2026-02-16.
- Concern: The massive subsidies for AI are distorting market dynamics, leading to irrational pricing and potential shortages that could harm accessibility for consumers.
- Concern: Concerns about the future of personal computing arise as the high costs of hard drives may force reliance on cloud services, raising privacy and data ownership issues.
- Concern: The reliance on a few companies for critical tech components poses a significant risk to the stability of the entire tech industry, highlighting vulnerabilities in supply chains.