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  3. Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

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  • campuscodi@mastodon.socialC campuscodi@mastodon.social

    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

    In other words, prepare for huge SSD price surges.

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

    csstrowbridge@mastodon.socialC This user is from outside of this forum
    csstrowbridge@mastodon.socialC This user is from outside of this forum
    csstrowbridge@mastodon.social
    schrieb zuletzt editiert von
    #24

    @campuscodi

    I need a new computer, but I won't be able to afford one until after the AI bubble bursts.

    robertgauld@mastodon.sdf.orgR 1 Antwort Letzte Antwort
    0
    • mastodonmigration@mastodon.onlineM mastodonmigration@mastodon.online

      @campuscodi

      Be interesting if, having locked up the market, AI companies start arbitraging SSDs.

      billysmith@social.coopB This user is from outside of this forum
      billysmith@social.coopB This user is from outside of this forum
      billysmith@social.coop
      schrieb zuletzt editiert von
      #25

      @mastodonmigration @campuscodi

      Remember when the founder of WeWork was borrowing money as a company director from WeWork, then using that personal cash to buy buildings that he then leased to WeWork to repay the loans?

      Who owns the current options on the blank chips that OpenAI "bought"?

      Was it the company or was it Altman hmself?

      mastodonmigration@mastodon.onlineM 1 Antwort Letzte Antwort
      0
      • billysmith@social.coopB billysmith@social.coop

        @mastodonmigration @campuscodi

        Remember when the founder of WeWork was borrowing money as a company director from WeWork, then using that personal cash to buy buildings that he then leased to WeWork to repay the loans?

        Who owns the current options on the blank chips that OpenAI "bought"?

        Was it the company or was it Altman hmself?

        mastodonmigration@mastodon.onlineM This user is from outside of this forum
        mastodonmigration@mastodon.onlineM This user is from outside of this forum
        mastodonmigration@mastodon.online
        schrieb zuletzt editiert von
        #26

        @BillySmith @campuscodi

        Yup. With these guys if there is the potential for grift, expect grift.

        1 Antwort Letzte Antwort
        0
        • campuscodi@mastodon.socialC campuscodi@mastodon.social

          Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

          In other words, prepare for huge SSD price surges.

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

          johncomic@beige.partyJ This user is from outside of this forum
          johncomic@beige.partyJ This user is from outside of this forum
          johncomic@beige.party
          schrieb zuletzt editiert von
          #27

          @campuscodi F F F

          1 Antwort Letzte Antwort
          0
          • campuscodi@mastodon.socialC campuscodi@mastodon.social

            Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

            In other words, prepare for huge SSD price surges.

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

            javensbukan@mstdn.caJ This user is from outside of this forum
            javensbukan@mstdn.caJ This user is from outside of this forum
            javensbukan@mstdn.ca
            schrieb zuletzt editiert von
            #28

            @campuscodi This is sooooo stooooopid.

            1 Antwort Letzte Antwort
            0
            • campuscodi@mastodon.socialC campuscodi@mastodon.social

              Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

              In other words, prepare for huge SSD price surges.

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

              epic_null@infosec.exchangeE This user is from outside of this forum
              epic_null@infosec.exchangeE This user is from outside of this forum
              epic_null@infosec.exchange
              schrieb zuletzt editiert von
              #29

              @campuscodi Fuck this bubble. Pop it.

              1 Antwort Letzte Antwort
              0
              • davidgerard@circumstances.runD davidgerard@circumstances.run

                @campuscodi earnings call: https://finance.yahoo.com/quote/WDC.BE/earnings/WDC.BE-Q2-2026-earnings_call-406162.html

                jessienab@wetdry.worldJ This user is from outside of this forum
                jessienab@wetdry.worldJ This user is from outside of this forum
                jessienab@wetdry.world
                schrieb zuletzt editiert von
                #30

                @davidgerard @campuscodi time to sell shares!!!

                1 Antwort Letzte Antwort
                0
                • crazyeddie@mastodon.socialC crazyeddie@mastodon.social

                  @campuscodi If they buy up all the hard drive space then you don't have any opportunity to build your own shit and store stuff they don't want stored.

                  Should maybe be looking at optical next. Might be finding out that for whatever reason AI needs all those 1000 year storage disks too and all the stuff used to make them.

                  jessienab@wetdry.worldJ This user is from outside of this forum
                  jessienab@wetdry.worldJ This user is from outside of this forum
                  jessienab@wetdry.world
                  schrieb zuletzt editiert von
                  #31

                  @crazyeddie @campuscodi yeah sadly optical topped out at 100GB, 128GB discs are long unproduced. Not feasible for big storage...

                  I expect LTO to get hit price wise too as everyone tries to make do in an HDD supply shortage.

                  1 Antwort Letzte Antwort
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                  • campuscodi@mastodon.socialC campuscodi@mastodon.social

                    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                    In other words, prepare for huge SSD price surges.

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

                    skjeggtroll@mastodon.onlineS This user is from outside of this forum
                    skjeggtroll@mastodon.onlineS This user is from outside of this forum
                    skjeggtroll@mastodon.online
                    schrieb zuletzt editiert von
                    #32

                    @campuscodi

                    I'm not that well versed in how AI companies operate on a technical level, but what would they need massive amounts of HDDs for? Surely when doing something as GPU centric as LLMs, HDDs are way too slow to be in the loop.

                    louis@social.louis-vallat.devL 1 Antwort Letzte Antwort
                    0
                    • skjeggtroll@mastodon.onlineS skjeggtroll@mastodon.online

                      @campuscodi

                      I'm not that well versed in how AI companies operate on a technical level, but what would they need massive amounts of HDDs for? Surely when doing something as GPU centric as LLMs, HDDs are way too slow to be in the loop.

                      louis@social.louis-vallat.devL This user is from outside of this forum
                      louis@social.louis-vallat.devL This user is from outside of this forum
                      louis@social.louis-vallat.dev
                      schrieb zuletzt editiert von
                      #33

                      @skjeggtroll@mastodon.online dataset archival maybe? ​​
                      @campuscodi@mastodon.social

                      skjeggtroll@mastodon.onlineS 1 Antwort Letzte Antwort
                      0
                      • campuscodi@mastodon.socialC campuscodi@mastodon.social

                        Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                        In other words, prepare for huge SSD price surges.

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

                        ragectl@hachyderm.ioR This user is from outside of this forum
                        ragectl@hachyderm.ioR This user is from outside of this forum
                        ragectl@hachyderm.io
                        schrieb zuletzt editiert von
                        #34

                        @campuscodi we're back to pen and paper boys, get out the ink wells and the sharpeners

                        1 Antwort Letzte Antwort
                        0
                        • campuscodi@mastodon.socialC campuscodi@mastodon.social

                          Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                          In other words, prepare for huge SSD price surges.

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

                          npars01@mstdn.socialN This user is from outside of this forum
                          npars01@mstdn.socialN This user is from outside of this forum
                          npars01@mstdn.social
                          schrieb zuletzt editiert von
                          #35

                          @campuscodi

                          Wall Street is betting like it's 2008.

                          https://www.bloomberg.com/news/articles/2026-02-14/ai-bubble-fears-are-creating-new-derivatives-credit-weekly

                          https://fortune.com/2026/02/01/is-ai-a-bubble-top-economist-says-no-because-ipos-fraud/

                          #TranslatedFromTheRepublican

                          "When the AI bubble bursts, there will be a glut of hard-drives available in bankruptcy sales for pennies on the dollar"

                          https://mashable.com/article/ai-hard-drive-hdd-shortages-western-digital-sold-out

                          Beggar-Thy-Neighbor & Cornering-the-Market by billionaires was why antitrust legislation & financial regulation is imposed after a crash

                          Bezos is finding out what comes from funding fascists
                          https://www.cnbc.com/2026/02/06/ai-sell-off-stocks-amazon-oracle.html

                          1 Antwort Letzte Antwort
                          0
                          • campuscodi@mastodon.socialC campuscodi@mastodon.social

                            Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                            In other words, prepare for huge SSD price surges.

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

                            htpcnz@mastodon.socialH This user is from outside of this forum
                            htpcnz@mastodon.socialH This user is from outside of this forum
                            htpcnz@mastodon.social
                            schrieb zuletzt editiert von
                            #36

                            @campuscodi was looking for a 2.5" SSD last couple of weeks, at least in these parts of the world, it had already begun.

                            1 Antwort Letzte Antwort
                            0
                            • campuscodi@mastodon.socialC campuscodi@mastodon.social

                              Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                              In other words, prepare for huge SSD price surges.

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

                              soviut@hachyderm.ioS This user is from outside of this forum
                              soviut@hachyderm.ioS This user is from outside of this forum
                              soviut@hachyderm.io
                              schrieb zuletzt editiert von
                              #37

                              @campuscodi They've already surged. a 2TB Gen4 NVME SSD is more than 2x what it used to cost.

                              On the left is from November 2024, on the right is from now (February 2026)

                              1 Antwort Letzte Antwort
                              0
                              • louis@social.louis-vallat.devL louis@social.louis-vallat.dev

                                @skjeggtroll@mastodon.online dataset archival maybe? ​​
                                @campuscodi@mastodon.social

                                skjeggtroll@mastodon.onlineS This user is from outside of this forum
                                skjeggtroll@mastodon.onlineS This user is from outside of this forum
                                skjeggtroll@mastodon.online
                                schrieb zuletzt editiert von
                                #38

                                @louis @campuscodi

                                I don't see how. They've not needed market-bending amounts of HDDs to handle training sets before, and there's no magical font of new, multiple orders of magnitude larger datasets that's sprung forth recently.

                                1 Antwort Letzte Antwort
                                0
                                • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                  Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                  In other words, prepare for huge SSD price surges.

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

                                  aizuchi@hachyderm.ioA This user is from outside of this forum
                                  aizuchi@hachyderm.ioA This user is from outside of this forum
                                  aizuchi@hachyderm.io
                                  schrieb zuletzt editiert von
                                  #39

                                  @campuscodi this is the IT equivalent of “drill, baby, drill” and it is so stupid

                                  1 Antwort Letzte Antwort
                                  0
                                  • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                    Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                    In other words, prepare for huge SSD price surges.

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

                                    gary_alderson@infosec.exchangeG This user is from outside of this forum
                                    gary_alderson@infosec.exchangeG This user is from outside of this forum
                                    gary_alderson@infosec.exchange
                                    schrieb zuletzt editiert von
                                    #40

                                    @campuscodi the refurb mkt doesn't really care and dc pulls are going to happen and be a flood of parts - don't buy into fear, scarcity, urgency narrative, it is sort of exact opposite (eventually) #parts is parts

                                    1 Antwort Letzte Antwort
                                    0
                                    • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                      Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                      In other words, prepare for huge SSD price surges.

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

                                      chuckmcmanis@chaos.socialC This user is from outside of this forum
                                      chuckmcmanis@chaos.socialC This user is from outside of this forum
                                      chuckmcmanis@chaos.social
                                      schrieb zuletzt editiert von
                                      #41

                                      @campuscodi Man the surplus market post crash is gonna be LIT!

                                      ai6yr@m.ai6yr.orgA 1 Antwort Letzte Antwort
                                      0
                                      • chuckmcmanis@chaos.socialC chuckmcmanis@chaos.social

                                        @campuscodi Man the surplus market post crash is gonna be LIT!

                                        ai6yr@m.ai6yr.orgA This user is from outside of this forum
                                        ai6yr@m.ai6yr.orgA This user is from outside of this forum
                                        ai6yr@m.ai6yr.org
                                        schrieb zuletzt editiert von
                                        #42

                                        @ChuckMcManis @campuscodi LOL I'm swimming in old hardware, but now I am thinking of "diverting" disk drives out of my local e-waste bin 🤪

                                        virgilpierce@nerdculture.deV 1 Antwort Letzte Antwort
                                        0
                                        • campuscodi@mastodon.socialC campuscodi@mastodon.social

                                          Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies.

                                          In other words, prepare for huge SSD price surges.

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

                                          huntingdon@mstdn.socialH This user is from outside of this forum
                                          huntingdon@mstdn.socialH This user is from outside of this forum
                                          huntingdon@mstdn.social
                                          schrieb zuletzt editiert von
                                          #43

                                          @campuscodi

                                          Tech Bros buying all of Western Digital's HDD production for an entire year looks a lot less like a supply chain than an attempt to force people to live in their coercive AI world, which benefits only them.

                                          1 Antwort Letzte Antwort
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