AI companies have bought out Western Digital's storage capacity for 2026. It's only February.
Western Digital says its all sold out of hard drives for 2026, less than two months into the year.
Western Digital says its all sold out of hard drives for 2026, less than two months into the year. Credit: Alex Kraus/Bloomberg via Getty Images
Looking to buy a new hard drive? Get ready to pay even more this year.
According to Western Digital, one of the world's biggest hard drive manufacturers, the company has already sold out of its storage capacity for 2026 with more than 10 months still left in the year.
"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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Tan shared that most of the storage space has been allocated to its "top seven customers." Three of these companies already have agreements with Western Digital for 2027 and even 2028.
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