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WD and Seagate confirm: Hard drives sold out for 2026

heise.de

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Re: WD and Seagate confirm: Hard drives sold out for 2026

#202

Earlier quoted context omitted.

Why doesn't that sound reasonable, when nvidia did exactly that?

because nvidia owns half of its own suppliers AND customers. intel completely missed out on the AI gravy train

If the custom PC market forcibly gets converted to pre-built PCs only, I don't see why intel is selling less CPUs. So I don't understand your point here.

Re: WD and Seagate confirm: Hard drives sold out for 2026

#204

Earlier quoted context omitted.

because nvidia owns half of its own suppliers AND customers. intel completely missed out on the AI gravy train

If the custom PC market forcibly gets converted to pre-built PCs only, I don't see why intel is selling less CPUs. So I don't understand your point here.

he said thinpcs and dumb clients with the compute power in the cloud, not pre-built gaming pcs. intel sell both desktop and server, if you cut out desktop for all but the low powered i3 it takes to run a thinpc, they lose a massive chunk of revenue.

Re: WD and Seagate confirm: Hard drives sold out for 2026

#205

Earlier quoted context omitted.

"they"? i see companies jacking their prices up, plain and simple. and us idiots still pay. ask yourself does intel no longer wish to sell CPUs to consumers? doesnt sound reasonable that intel would want to decimate their main market so AI companies can rule the world for some reason

You act like companies do long term planning. They don't. Its always next quarter. And if you don't believe me, just look back to the pandemic, look at peleton, or car manufacturers or any of the dozens of examples

a lot of effort goes into each cpu gen, often takes more than a quarter
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