News: 0180804950

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Western Digital is Sold Out of Hard Drives for 2026 (wccftech.com)

(Monday February 16, 2026 @05:01PM (msmash) from the try-next-year dept.)


Western Digital's entire hard drive manufacturing capacity for calendar year 2026 is [1]now fully spoken for , CEO Irving Tan disclosed during the company's second-quarter earnings call, a stark sign of how aggressively hyperscalers are locking down storage supply to feed their AI infrastructure buildouts.

The company has firm purchase orders from its top seven customers and has signed long-term agreements stretching into 2027 and 2028 that cover both exabyte volumes and pricing. Cloud revenue now accounts for 89% of Western Digital's total, according to the company's VP of Investor Relations, while consumer revenue has shrunk to just 5%.



[1] https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/



Okay (Score:2)

by JamesTRexx ( 675890 )

*scratches Western Digital from buy list for the future*

Re: (Score:2)

by Valgrus Thunderaxe ( 8769977 )

They've done it for you.

Just wait (Score:3)

by greytree ( 7124971 )

November is bankruptcy month. Hard drives at 90% off.

Re: (Score:2)

by burtosis ( 1124179 )

> November is bankruptcy month. Hard drives at 90% off.

Oh thank god. Maybe I won’t have to take out a second mortgage to pay for 32gb of rdimm.

I saw it coming (Score:1)

by SumDog ( 466607 )

My current drives were getting near capacity. I was looking at the 30TB that finally came onto the consumer market. I saw prices start to rise in December and got worries, so I pulled the trigger. Seagate had 30TB on their website for reasonable (summer) prices. I bought 4x 30TB (78TB usable in zfs with RAIDZ) for just under $2500 with shipping/taxes. By January, the drives had jumped to $900 a piece!

Older drives will now be JBOD/zfs backup drives. I have one old Ryzen 3 with a 16GB stick that supports

Re: (Score:2)

by slaker ( 53818 )

I get most of my drives by being the only local customer for my server colo. I'm the only person who comes and goes with any regularity, and I've gotten to know the on-site ops well enough that they give me a chance to buy anything juicy from the abandoned/nonpayment hardware as they pull it out and evaluate it. I have gotten CRAZY stuff that way and I highly recommend it.

That being said, I haven't seen any deals for larger than 20TB drives either, but I would like to point out that both Seagate and WD hig

possible unlikely silver lining for PC tech (Score:3)

by haruchai ( 17472 )

Can this be used to make ECC the default, no more non-error correcting for the consumer market by economy of scale price reduction?

What other enterprise level tech could also become the part of the consumer standard?

Re: (Score:2)

by SeaFox ( 739806 )

[1]According to Ark [intel.com] there are three recent non-Xeon processors that do:

Core Ultra 5-235

Core Ultra 9-285

Core Ultra 7-265K

Also the 14th gen, 13th gen, 12th gen...

Do you have a source for your position?

[1] https://www.intel.com/content/www/us/en/ark/featurefilter.html?productType=873&0_ECCMemory=True&0_RetailSkuAvailable=True&2_MarketSegment=Desktop

Wanted to buy a computer (Score:2)

by awwshit ( 6214476 )

I saw all of the hype around AI. I really wanted to try AI, so I ordered a computer. Looks like I can get online and try AI in 2029.

Re: (Score:2)

by EvilSS ( 557649 )

If you only want to use cloud based AI, you can use whatever it is you used to post your comment to access them.

Re: (Score:2)

by awwshit ( 6214476 )

Man, I can't wait to get in on the hallucination.

Love means never having to say you're sorry.
-- Eric Segal, "Love Story"

That's the most ridiculous thing I've ever heard.
-- Ryan O'Neill, "What's Up Doc?"