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.”
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@GhostinDebt
August 6, 2026 at 3:51 pm
Seriously, ‘AI infrastructure’ now equals bigger hard drives? Rebranding the stack faster than the platters spin.