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Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead
(www.tweaktown.com)
this post was submitted on 15 Feb 2026
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Are all these companies going to go bankrupt when the AI bubble pops and their products flood the market?
They'd only go bankrupt if they were spending the capital to increase capacity and were left holding the bag. And nobody's interested in doing that.
We might dine well on used datacenter hard drives in the coming years.
Issue is that the production is for server gear not consumer. So it’s U2 and other connectors rather than SATA.
Same goes for RAM it’s ECC and won’t work in normal consumer PCs (AMD has like unofficial support)
Eh, the market will adapt.
I've been looking at components on AliExpress. Even now, there's lots of X99-based motherboards with LGA2011-3 sockets that can take both regular DDR4 (with some limitations) and ECC DDR4.
But the descriptions are quite hard to understand, and they are apparently quite picky about which RAM will work with them.
I could get a combo of one of those motherboards with 2 Intel Xeon E5-2680 V4 CPUs (2.4GHz, 3.3GHz turbo, 28 cores, 56 threads in total) (hey, a dual CPU motherboard) for €120. And it's got 8 RAM slots. So 32GB just with cheap 4GB sticks.
Oddly enough ECC used to be quite common for consumer hardware…I had an old Mac desktop in the late 90s/early 00s with ECC memory. But at some point it was decided that consumers don’t want to pay the extra $ for error-free RAM and mobos largely dropped support.
Edit: reading up on it the G5 (which I had) required ECC memory
I guess I’ll have to buy one of those racks when the bubble pops. Just add an LED strip on the outside and a gaming GPU on the inside. Surely they support PCIe?
So that's why consumer drives and ram are not affected by the price rise! /s
They're saying that even when it bursts and there's all these components laying around, they'll still be useless for consumers.