Western Digital has officially sold out its entire 2026 hard drive capacity - and it’s only February. CEO Irving Tan revealed that most supply is locked in by the company’s top seven enterprise customers, with some AI giants already securing deals through 2027 and 2028, leaving consumers accounting for just 5% of revenue. Sandisk is up ~1,250% in the last 6 months. WDC, SNDK, MU, STX are the top stocks for hard drives. https://www.tomshardware.com/pc-components/hdds/western-digital-is-already-sold-out-of-hard-drives-for-all-of-2026-chief-says-some-long-term-agreements-for-2027-and-2028-already-in-place submitted by /u/ranaji55
Originally posted by u/ranaji55 on r/ArtificialInteligence
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