tech

February 15, 2026

Western Digital says it’s “pretty much sold out” for 2026.

Enterprise customers, especially AI data centers, have already gobbled up the company’s capacity for 2026. At this point, consumer sales account for just 5 percent of the company’s revenue, so it’s no surprise WD is prioritizing high-capacity drives for data centers. What’s more, they're also driving up prices. Tan told investors:

Western Digital says it’s “pretty much sold out” for 2026.

TL;DR

  • Western Digital is nearly sold out of its capacity for the 2026 calendar year.
  • Enterprise customers, especially AI data centers, are the primary drivers of this demand.
  • The company has firm purchase orders from its top seven customers for 2026.
  • Long-term agreements have been established for 2027 and 2028 with some customers.
  • Consumer sales now represent only 5% of Western Digital's revenue.
  • The company is prioritizing high-capacity drives for data centers.
  • Demand is leading to increased prices for storage drives.

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