Business1 dOctober 23, 2026, 08:59

Western Digital: AI payoff lies in stored data, not compute

Western Digital argues that hard drive demand depends less on the current AI spending wave than investors fear, and that AI's longer-term payoff lies in stored data rather than compute.

Digitimes

Open source

WD ties future HDD demand to AI data storage
Company says investor fears over AI spending are overstated
WD earlier reported 55% revenue growth for the quarter

#WesternDigital

Western Digital lifts dividend, gives strong outlook on AI storage demand

Business

Western Digital widens margins on pricing and exabyte growth

Hardware

Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output

Hardware

Western Digital: AI payoff lies in stored data, not compute

Western Digital lifts dividend, gives strong outlook on AI storage demand

Western Digital widens margins on pricing and exabyte growth

Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output

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