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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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Haven't seen anyone else ask this question, so I will. What on earth does an AI data center need all of this storage for?
The only significant use of AI is for text generation to my knowledge. Video gen is the only thing that takes up any significant space, and current models can only produce short video clips before they go off the rails. Also, very few people are interested in video gen. It's an expensive toy without much real world utility. Is there something I'm missing? Are these AI companies planning to scrape every video off the net and store them independently for training?
Booking out this much HDD capacity would only make sense to me if 5 TikTok or YouTube competitors all came onto the scene at once. Not AI. AI needs fast, parallelized compute and high performance memory to hold the models it's running. Text slop requires negligible storage.
It may be a little tinfoil hat like, but you cannot convince me that these companies are shoving AI in literally everything, buying all the hardware in existence, and building data centets on land that no one wants them at, just to "make a better ai for the consumer." I believe this is an attempt at hardcore tracking and surveillence.
I think it's a combination of that and the worry that there will be one winning ubercorp that practically merges with the US Government.
I mean, they are all pushing all their chips in at the same time. It's like they know it's now or never.
And govs are pushing it because it's yet another arms race.
The logical course of action is to collectively just not do AI. But you can't prevent your adversaries from doing such, so it ends up being like some sort of prisoner's dilemma.
Even if they didn't, they probably don't want to seem like they're falling behind, so once one person goes all in, so do the others.