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Western Digital Sees AI-Driven HDD Demand Outpacing Supply Through 2027

Source: marketbeat.com

Artificial IntelligenceTechnology & InnovationCompany FundamentalsCorporate Guidance & Outlook
Western Digital Sees AI-Driven HDD Demand Outpacing Supply Through 2027

Western Digital CFO Kris Sennesael said hard-disk-drive demand is becoming structurally linked to cloud and AI-infrastructure spending. The company expects this shift to provide greater demand visibility than in previous HDD industry cycles, a modestly positive signal for its outlook.

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