2026-02-16
Something isn't right here. What rack servers would utilize mechanical hard disks for AI? Perhaps if for storage of the LLMs, but makes no sense for anything else. Mechanical drives have absolutely poor performance when compared to solid state. But again, cold/long term/bulk
Counterpoint Research
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Something isn't right here. What rack servers would utilize mechanical hard disks for AI? Perhaps if for storage of the LLMs, but makes no sense for anything else. Mechanical drives have absolutely poor performance when compared to solid state. But again, cold/long term/bulk
Wccftech
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue
HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.
2026-02-15
Something isn't right here. What rack servers would utilize mechanical hard disks for AI? Perhaps if for storage of the LLMs, but makes no sense for anything else. Mechanical drives have absolutely poor performance when compared to solid state. But again, cold/long term/bulk
Wccftech
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue
HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.