WD Targets 100TB Hard Drives as AI Data Growth Expands Storage Demand

The article focuses on hard drives rather than NAND flash, but it is still relevant to the broader storage market. WD's direction suggests that AI infrastructure demand is not limited to accelerators and memory bandwidth; it is also increasing requirements for economical bulk storage. For SSD and NAND pricing, the signal is mixed. High-capacity HDDs can absorb colder or lower-cost data growth that might otherwise require flash, but expanding AI storage footprints can also lift total demand across storage tiers. The immediate RamTrend takeaway is that AI data growth is strengthening the storage demand backdrop, even where the beneficiary is HDD capacity rather than NAND.