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WD and Seagate confirm: Hard drives sold out for 2026

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

#71
post #22

Save us, China.

It just goes to show how totally corporations have captured western aligned governments. Our governments are powerless to do anything (aside from some baby steps from the EU).

China is now the only solution to fix broken western controlled markets.

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

#72
Looks like we need a computer hardware reserves the same way there are regional reserves for food, fuels and other critical commodities?

And for the same reason - to avoid the dominant players going "oh shiny" on short term lucrative adventures or outright trying to manipulate the market - causing people to starve and making society grind to a halt.

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

#73
post #19

[flagged]

This is the result of the long-planned desire for consumer computing to be subscription computing. Ultimately, there is only so much that can be done in software to "encourage" (read: coerce) vendor-locked, always-online, account-based computer usage; there are viable options for people to escape these ecosystems via the ever growing plethora of web-based productivity software and linux distributions which are genuinely good, user friendly enough, and 100% daily-drivable, but these software options require hardware.

It's no coincidence that Microsoft decided to take such a massive stake in OpenAI - leveraging the opportunity to get in on a new front for vendor locking by force-multiplying their own market share by inserting it into everything they provide is an obvious choice, but also leveraging the insane amount of capital being thrown into the cesspit that is AI to make consumer hardware unaffordable (and eventually unusable due to remote attestation schemes) further enforces their position. OEM computers that meet the hardware requirements of their locked OS and software suite being the only computers that are a) affordable and b) "trusted" is the end goal.

I don't want to throw around buzzwords or be doomeristic, but this is digital corporatism in its endgame. Playing markets to price out every consumer globally for essential hardware is evil and something that a just world would punish relentlessly and swiftly, yet there aren't even crickets. This is happening unopposed.

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

#74
I'm confused, that doesn't make sense to me:

> They largely come from hyperscalers who want hard drives for their AI data centers, for example to store training data on them.

What type of training data? LLMs need relatively little of that. For example, DeepSeek-V3 [1], still a relatively large model:

> We pre-train DeepSeek-V3 on 14.8 trillion diverse and high-quality tokens

At 2 bytes per token, that's 29.6 terabytes. That's basically nothing compared to the amount of 4K content that is uploaded to YouTube every day.

1: https://arxiv.org/html/2412.19437v1

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

#75
post #72

Looks like we need a computer hardware reserves the same way there are regional reserves for food, fuels and other critical commodities? And for the same reason - to avoid the dominant players going "oh shiny" on short term lucrative adventures or outright trying to manipulate the market - causing people to starve and making society grind to a halt.

The real "computer hardware reserves" is the used market. Average folks and smaller businesses will realize that their old gear now has resale value and a lot more of it will be entering the resale/refurbishment market instead of being thrown away as e-waste.

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

#77
post #8

Everyone: things suck, better move my stuff on a small home server. The hyper-scaler mafia: NOT ON MY WATCH! The only silver lining is that newer devices will have to scale down memory, so developers will have to ditch memory-sucking frameworks and start to optimize things again.

I’m just afraid that prices of $everything will go up soon and will not come down anymore, like they did after Covid. If it’s temporary I can live with it. I guess this was inevitable with the absolute insane money being poured into AI.

Traps tend to only go one way.

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

#78
post #29
post #19

[flagged]

> "Personal Computing" is going to become a luxury of the past, and we’ll all be terminal-renters in someone else's data center. This is the game plan of course, why have customers pay one time for hardware when they can have you constantly feed them money over the long term. Shareholders want this model. It started with planned obsolescence, now this new model is the natural progression.. There is no obsolescence ev…

"I think there is a world market for maybe five c̶o̶m̶p̶u̶t̶e̶r̶s̶" compute centers.

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

#79
post #69
post #39

Earlier quoted context omitted.

It is my text, enchanced by AI. Without AI, I would never have used the word "Monopsony". So I learned something new writing this comment.

You are losing your personality by modifying your text with LLMs. It saves you how much, 1 minute of writing?

[deleted]

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

#80
Do the guys that buy out the market have real use for all the hardware - or is it just hype? A solution against investors trying to corner the market would be to sell virtual hardware. Let them buy as much options on virtual "to be delivered" hardware" as they want. We also need an option market for virtual LLM-tokens, where the investors can put all their money without affecting real people.
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