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

Western Digital’s chief financial officer outlined the company’s positioning within the artificial-intelligence and cloud-infrastructure markets at a recent industry conference. The hard-disk-drive manufacturer has undergone a significant business transformation, with approximately 90% of revenue now derived from cloud customers rather than traditional consumer and personal-computer segments. This shift has provided greater demand visibility compared to prior industry cycles, as clo