Western Digital argues AI's longer payoff lies in stored data, not compute

T2Covered by 1 source · first reported by DigiTimes (headlines) at 23 Oct, 01:59 UTC

Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the company said demand for disk storage now comes from four separate sources: cloud services, model training, inference…