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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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It's the grift that keeps on grifting. How long can it keep going
Broadly speaking, yes, and it'll keep going until they run out of money. However, I think there is a very small chance that one of the companies is able to make a breakthrough probably with a different kind of architecture than our current LLMs that does get us to models that make genuine discoveries and breakthroughs.
Very unlikely though.
At which point the government will step in because they will have become too big to fail
Partially correct. They'll step in because they signed contracts and have moved AI under the umbrella of National Security. Brockman donated $25m back in September. Trump signed Project Genesis in November. So all these hardware companies feel pretty good because it'll be backed by taxpayers.