Yahoo · Sep 12, 2026
Western Digital Sees AI-Driven HDD Demand Outpacing Supply Through 2027
Western Digital (NASDAQ:WDC) CFO Kris Sennesael said the hard-disk-drive market has become more structurally tied to cloud and artificial-intelligence infrastructure spending, arguing that the company has greater demand visibility than in prior industry cycles. Speaking at Citi’s Global TMT Confere


