AI companies have bought out Western Digital's storage capacity for 2026. It's only February.
  • ThomasWilliams@lemmy.worldEnglish
    4·
    29 days ago

    Sorry no, the CEO is lying.

    What the financial accounts show is that orders for the calendar year have been filled. Orders are NOT sales.

    The company prepares a manufacturing budget for the year and has to fill the orders usually by March, otherwise the budget needs to be redrafted.

    It is normal for orders to be filled by this time of the year.

    Orders can be withdrawn, and frequently are, the buyer has to pay a financial penalty but they usually just add this to their sales price.

    The other BS story about only 5% of sales going to consumers is also a lie. Most sales are to PC manufacturers and merchants, that is not AI firms - there are NO hard drives in data centres, they are miles too slow !

    • who@feddit.orgOPEnglish
      1·
      29 days ago

      there are NO hard drives in data centres, they are miles too slow !

      I suppose that might true of some data centres, but certainly not all. Backblaze and the Internet Archive are obvious counterexamples.

      Interesting points otherwise, though.

  • abcdqfr@lemmy.worldEnglish
    1·
    29 days ago

    Ignorant loaded question, are there no other sellers to fallback on?? WD or Seagate or nothing for this world?? Where is the foreign competition? Europe, Asia, anywhere… Or has WD/Seagate effectively captured the global market?