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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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  • 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
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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/

      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
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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/

          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
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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/

            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
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            • 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
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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/

                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
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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/

                    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
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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/

                        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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                        • 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/

                          megatronicthronbanks@mastodon.socialM This user is from outside of this forum
                          megatronicthronbanks@mastodon.socialM This user is from outside of this forum
                          megatronicthronbanks@mastodon.social
                          schrieb zuletzt editiert von
                          #44

                          @campuscodi NO, no, no. Prepare for 30 different brands you'd never heard of before to come on the market, some of which will be quite good, and WD and the others to cry like little bitches.

                          oblomov@sociale.networkO 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/

                            eepyfluff@furries.clubE This user is from outside of this forum
                            eepyfluff@furries.clubE This user is from outside of this forum
                            eepyfluff@furries.club
                            schrieb zuletzt editiert von
                            #45

                            @campuscodi Damnit, not again!

                            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/

                              fluffykittycat@furry.engineerF This user is from outside of this forum
                              fluffykittycat@furry.engineerF This user is from outside of this forum
                              fluffykittycat@furry.engineer
                              schrieb zuletzt editiert von
                              #46

                              @campuscodi o wonder if there's gonna be a glut of hardware when the bubble pops

                              1 Antwort Letzte Antwort
                              0
                              • ai6yr@m.ai6yr.orgA ai6yr@m.ai6yr.org

                                @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 This user is from outside of this forum
                                virgilpierce@nerdculture.deV This user is from outside of this forum
                                virgilpierce@nerdculture.de
                                schrieb zuletzt editiert von
                                #47

                                @ai6yr @ChuckMcManis @campuscodi local university or government surplus auctions. They are too slow to update their policies to a supply crunch like this so for the first year as they continue with the old replacement schedule there will be some deals to be had.

                                1 Antwort Letzte Antwort
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                                • mirrorsandstuff@hachyderm.ioM mirrorsandstuff@hachyderm.io

                                  @campuscodi WD make spinning rust primarily - it's not just SSDs this time

                                  gnomon@mastodon.socialG This user is from outside of this forum
                                  gnomon@mastodon.socialG This user is from outside of this forum
                                  gnomon@mastodon.social
                                  schrieb zuletzt editiert von
                                  #48

                                  @mirrorsandstuff @campuscodi WD makes spinning rust _only_. They split off the SSD part of the company last year, when SanDisk became its own independent legal entity again.

                                  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/

                                    dodo1095zd@mastodon.socialD This user is from outside of this forum
                                    dodo1095zd@mastodon.socialD This user is from outside of this forum
                                    dodo1095zd@mastodon.social
                                    schrieb zuletzt editiert von
                                    #49

                                    @campuscodi může někdo říci že přínos AI odpovídá vynaloženým nákladům?🤔

                                    1 Antwort Letzte Antwort
                                    0
                                    • megatronicthronbanks@mastodon.socialM megatronicthronbanks@mastodon.social

                                      @campuscodi NO, no, no. Prepare for 30 different brands you'd never heard of before to come on the market, some of which will be quite good, and WD and the others to cry like little bitches.

                                      oblomov@sociale.networkO This user is from outside of this forum
                                      oblomov@sociale.networkO This user is from outside of this forum
                                      oblomov@sociale.network
                                      schrieb zuletzt editiert von
                                      #50

                                      @megatronicthronbanks @campuscodi I hope this is a sarcastic jab at the purported self-balancing capabilities of capitalism.

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

                                        @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 This user is from outside of this forum
                                        robertgauld@mastodon.sdf.orgR This user is from outside of this forum
                                        robertgauld@mastodon.sdf.org
                                        schrieb zuletzt editiert von
                                        #51

                                        @csstrowbridge @campuscodi same

                                        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/

                                          kevinrns@mstdn.socialK This user is from outside of this forum
                                          kevinrns@mstdn.socialK This user is from outside of this forum
                                          kevinrns@mstdn.social
                                          schrieb zuletzt editiert von
                                          #52

                                          @campuscodi

                                          The bubble collapse can't come too soon.

                                          1 Antwort Letzte Antwort
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