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Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead
(www.tweaktown.com)
this post was submitted on 15 Feb 2026
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This is the plan. They want us to rent virtual machines from them. No buy, only rent. You will own nothing, think of the shareholders and be happy, no….proud, you are here for their benefit.
That argument always befuddled me. There will be a saturation point of AI data centers when there's enough equipment already installed and ready to use by these over bloated behemoth corporations. Once that's over or when the market hopefully pops, the demand for memory should have a steep decline. With their cash cow tapped out, WD and all the other memory manufacturers would then have to go back to consumers they previously fucked over to sell their new production stock. I doubt it'll be at the prices we saw a year ago but once enough memory hits the consumer market for a while, prices should start to dip back down.
OnlyPhones is the future they want. Walled gardens and highly addictive apps and subscriptions and micro transactions (aka gambling). Freedom and real compute power will be locked away in their servers. And the top of the line phones are already expensive enough that pretty much everyone that has one is on a payment plan for it