Western Digital is Sold Out of Hard Drives for 2026

Source: Slashdot

Western Digital’s 2026 Hard Drive Capacity Fully Booked

Western Digital’s entire hard‑drive manufacturing capacity for calendar year 2026 is now fully spoken for, CEO Irving Tan disclosed during the company’s second‑quarter earnings call. This underscores how aggressively hyperscalers are locking down storage supply to support their AI infrastructure build‑outs.

Firm Purchase Orders

• The company has firm purchase orders from its top seven customers.
• Long‑term agreements have been signed that extend into 2027 and 2028, covering both exabyte‑scale volumes and pricing.

Revenue Shift

• Cloud revenue now accounts for 89 % of Western Digital’s total, according to the company’s VP of Investor Relations.
• Consumer revenue has shrunk to just 5 %.