Seagate Fully Allocates 2026 HDD Supply as AI and Cloud Demand Surges

You may recall that I recently wrote about Western Digital revealing during its 2026 financial call that it was essentially sold out of hard drives for 2026, with 2027 and even 2028 already locked up through enterprise-level agreements. At the time, that felt like a major shift in the storage market. Now we’re revisiting that [...] The post Seagate Fully Allocates 2026 HDD Supply as AI and Cloud Demand Surges first appeared on The Outerhaven.