AI Boom Drives Hard Drive Demand: Western Digital Sells Out 2026 Capacity

infrastructure#gpu📝 Blog|Analyzed: Feb 15, 2026 19:48•
Published: Feb 15, 2026 19:11
•
1 min read
•Mashable

Analysis

The insatiable demand for storage from the Generative AI revolution is creating an unprecedented boom in the hardware market! Western Digital's complete sell-out of hard drive capacity for 2026 signifies the rapid expansion and resource consumption of the AI industry. This represents an incredible opportunity for storage manufacturers and a clear indicator of the Generative AI market's growth.

Key Takeaways

Reference / Citation
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""We're pretty much sold out for calendar 2026," said Western Digital CEO Irving Tan on the company's recent quarterly earnings call."
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MashableFeb 15, 2026 19:11
* Cited for critical analysis under Article 32.
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Source: Mashable