Story thread · 3 reports / 2 sources

AI Storage Demand Still Growing, Says WD CEO

bloomberg.com · 5dShare

Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to explain why hyperscaler demand remains strong and how the company is increasing hard drive capacity. He says long-term supply agreements suggest AI's storage needs will continue to grow well into the next decade. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)

First report: WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates — digitimes.com, 5d