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cs02rm0today at 1:46 PM1 replyview on HN

Presumably they're also looking to increase production capacity as fast as possible - within the year?

I'd have thought HDDs aren't at the top of the list for AI requirements, are other component manufacturers struggling even more to meet demand?


Replies

thephybertoday at 2:38 PM

Why would they?

If we weren’t talking about AI, was there another high demand sector / customer for spinning platters?

And their margins get fat now that supply is relatively constant but AI demand has saturated their current production numbers.