"we're pretty much sold out for calendar 2026."
"As AI capabilities expand, cloud continues to grow as well, and both are driving the search and demand for higher density storage solutions,"
"In this new era where AI and cloud dominate, Western Digital has taken a customer-focused approach to managing this strong demand by working closely with our hyperscale customers, ensuring that we deliver reliable, high-capacity drives at scale to give them the best performance and total cost of ownership."
Rapid AI and cloud expansion has driven intense demand for memory and storage, pushing RAM prices sharply upward and straining hardware supply chains. Western Digital reports production capacity effectively sold out for calendar 2026 and is allocating available inventory to customers. Nearly 90 percent of the company’s revenue comes from cloud storage as hyperscale data center operators require massive, high-density storage. Major investments in AI data centers have produced multi-year hard drive backorders and increased pressure on availability. Consumers and enterprises face a growing risk of higher storage costs if demand continues to outpace production.
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