AI Cleared out Western Digital's Hard Drive Supply for 2026

[BLUEVOODU]

@SpartanEvolved shared this with me the other day.   And I think this is insane!

According to this PCMAG article, It appears AI has cleared out Western Digital's inventory for 2026:
https://www.pcmag.com/news/ai-demand-clears-out-western-digitals-hard-drive-supply-for-2026

"We're pretty much sold out for calendar 2026. We have firm POs [purchase orders] with our top seven customers," Irving Tan, WD CEO, said during the company's latest earnings call.

Here's another interesting quote from the linked article:

A significant chunk of WD's revenue comes from enterprise clients. About 89% came from cloud businesses, and just 5% came from regular consumers, said Ambrish Srivastava, the company's vice president for investor relations.

Sold out for 2026?!!  Adding this into the RAM supply issues due to AI (topic linked)... I think we should be asking "what's next?"  Not sarcastically... but really - what's next?

It also appears that Sony is going to "potentially" push the PS6 back to 2028-2029 due to these issues (not too sad about the PS5 being around longer lol)... and this will push up other console prices such as the Nintendo Switch 2.  Topic on the PS6 coming soon.

What are your thoughts?  Post it up!