AI blamed again as hard drives are sold out for this year

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The irony is as they bid up the price of all the hardware, they are probably making their AI platforms more likely to fail due to being more expensive than their value.

Western Digital chief Tiang Yew Tan told analysts “We’re pretty much sold out for calendar ’26. We have firm purchase orders with our top seven customers.”

the dow is 50k and 37% of the market is made up of those seven

freaking financial human centipede

I can’t wait for it to crash and burn, this bubble is getting so ridiculous.

that crash and burn will be the onus of the consumer not being able to consume.

we will lose access to free range computing and have to live with asking AI for permission to use the computing power and network resources to play a game or pay our bills online. And paytoll for that permission.

that will be the crash and burn victims here.

It needs to crash. If it doesn’t crash soon, things will only get worse and worse for consumers. We’re already over the edge of the cliff (imo), it’s just a matter of how far we have to fall now. If it crashes hard enough, we won’t have to live with “asking AI for permission to use the computing platform”. By the way, an LLM isn’t really capable of that at the moment, and the sooner it crashes, the less likely anything like that will happen.


I brought my 2003 laptop back to life for shits and giggles recently. It’s made me realize how bloated software has become. It’s still just as usable as it was 20 years ago when you remove all the fancy crap and use programs designed for tasks rather than living in a web browser. Sure its not fast, but once I replaced the spinning drive with an ssd, it became pretty damn usable in a modern day scenario. I really thought I would just upgrade as far as I could for fun, then slap an old archived distro on there from my college days for some good old PTSD/nostalgia. But it’s actually usable so I occasionally pull it out and do stuff on it. I’m ready to slap jaunty jackalope on it and relive going to my uni’s library to write a 10 page research paper thats due the next day, but it’s still ready to rock in modern times.





We can only hope that their businesses crash hard before any of these deals come to fruition and then when the hardware has nowhere to go we can all “buy the dip” so to speak.

To be clear, I know most of this stuff will be specialized server hardware, but hopefully it all crashing down will help get more people into self-hosting and working on community resources and networks instead of having everything live in the cloud.

I know most of this stuff will be specialized server hardware

it actually won’t be, at least not for the hard drives. the prevailing strategy for quite some time now is to just use the cheapest available disks and deal with the failures on the software level. those disks will ultimately fail anyway and the increased price for some super-duper enterprise reliability server disk is not really worth it.


I’m currently hosting everything on old desktop PCs and SBCs but fuck it, I’ll swipe some closeout hardware and upgrade to a proper server rack.

In a similar boat, I’ve thought about that but if I ever upgraded to a stronger real centralized PC I’d have to do a bunch of Docker setup and if anything breaks my whole system would go down. As it is, with piecemeal shitass laptops each running individual services I get lots of redundancy!






I recently checked on the price of the used 12TB server drive I bought a couple years ago. It was 80 then. It’s 260 now. Same seller.

Good idea. I just looked at a drive I bought six months ago and it’s up 40% or so. Wish I’d have got two now.


Three months ago I put two 20TB hard drives in my cart for $350 each. This week I had to pull the trigger on them and they were $420 each


Bought a 20 TB external for ~$270 a few months ago. It’s now $400:

https://camelcamelcamel.com/product/B09VCXWPQG


1TB SSD I bought at the end of 2024 for $47 is $142 now

12TB HDDs were $104 a piece at the same time and are now $300 each.


I’m guessing you got similar drives to the ones I got. I paid ~$72 each (4x 12TB), and now the same HGST DC drives from the same seller are $220. Just glad I got them when I did, even though now I have to continually prune the data so it all fits within this forever limit.



I will absolutely remember the companies that are saying “fuck the consumer” when I go to purchase anything going forward.

Honestly which companies does that leave?

Great point.


I think it has to be considered by degree of consumer-fucking. Some companies, like Micron, are outright discontinuing their consumer brands while others are ‘just’ deprioritizing consumers to chase the AI bandwagon.

It’s those companies’ prerogative to chase profits, but I’ll never buy another Micron product again if they ever decide to come crawling back.





It’s nice how AI datacenters step by step swallow virtually all available hardware resources to provide digital services to users who won’t be able to use those services due to the lack of available hardware.

Hardware will be available, silly.

You will have the “freedom” to choose from the hardware vendor* you want. Like always! ‡‡

For $49.95 per month.

^Terms and conditions and government social score apply.^

‡‡ ^Authorized and approved by the department of national security and intelligence gathering agencies and the billionaire technofascist bros clubh^


I doubt offering AI services to the public is their goal.


that’s okay they will replace users with AI. it’s going to be AI all the way down


You can use them fine. In fact, you’ll have to on your new Android phone which has no opt out.

The one I just bought came with 3 of the fucking things installed on it.




On the upside, homelabs are going to have a glut of high capacity, barely used server hard drives to choose from then this AI/data centre bubble eventually bursts?

If it bursts, that is. I have a fear that people behind AI have grown so savvy of the bubbles, that they have a complicated plan to avoid it, and artificially uphold it with the help of bribed/blackmailed politicians.

Pretty much. So much trading is done automatically by algorithms. There’s no panic selling anymore because the human factor is gone.

Of course something will have to break eventually.


As every industry before them did.




I get paid on the 27th, I need two more 8TB drives to complete my NAS, my local retailer had 50+ in stock earlier this week, and now the drives are no longer even listed.

Fuck sake…

I bought 2 8TB drives last week and had to check if they were still in stock at the same retailer and they are, but the price have gone up with 23%…

I do see that another retailer has drives in stock, but at about 40-50% more than I paid back in October



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I just bought a few WD drives direct, but their web site has a problem with validating virtual credit card numbers. I’m the few days it took to resolve it the price went up. Fortunately since I had the support ticket I was able to get refunded the difference.


Go Toshiba. If American companies got us into this mess in the first place, fuck American companies!

I will if I can, as it stands I have four 8TB seagate drives, enough for my actual storage need, but I want to have two parity drives for extra protection.

I am planning on running ZFS with Zraid2, the drives are the final piece of the puzzle to at least get it working.

When I planned the build, I planned to get another controller card and run two SSDs as well, one for cache (I can add that later), and one for VM/App storage, I also planned on getting an Intel GPU for transcoding video, and a 10Gig NIC, mainly just to say I have it, as my network isn’t more than normal gigabit.

It is getting more important to complete the build as I need to move my media from single, non raided hard drives in my computer to a well raided server that I can configure for bitrot protection.

That’s a much more sophisticated setup than mine! It may even be overkill (depending on what it is you want to host, and to how many).

I’ve been running two enterprise-grade Toshiba 16TB drives in a btrfs RAID1 since last summer. No SSD for caching (though the OS and my Docker containers run on one, with regular syncs to the slower spinning drives). No complaints so far.

I know it is a bit complex, but after seeing the shenanigans Synology tried to play and reading review about Ugreen NAS units and how they seem to connect to external servers often, I just decided to roll my own TrueNAS build.

I am using an AMD Ryzen 4600G, 32GB of RAM, a 500GB boot SSD, the only mATX board I could find with six SATA ports, the Asus B550m Pro4 and a Corsair SF750 750W PSU to power it all.

Props for the powerful DIY! You’re right about the pre-built models. I’m coming from a QNAP one, and while they’re good for learning the ropes, they’ll become pretty limited after a while. That, and the shit they’re trying to pull with proprietary HDDs.

A self-made rig gives you a lot more flexibility, although it requires you to learn a bit more. But seeing that you’re already getting comfortable with GFS, I guess you’ll manage just fine!

To be perfectly honest, I don’t know what GFS is, I have been a Linux sysadmin for a few years, but never came across that.

We used LVM and ext4 for the storage in those VMs








Blamed?
More like responsible. Alongside big tech


so much wrong with this title. - it’s not AI, it’s LLM slop bullshit - it’s not the software at guilt here, it’s the sacks of shit running those companies who plan such data centers - blamed? No, those shitheads are totally and absolutely responsible for this clusterfuck.

They’ve gone so far as to claim responsibility.

You mean brag about it?

I was trying to use the same language the news uses when a political group claims resposibilty for a bombing.





I’m glad I bought an 8 TB HDD about a year ago as an investment, it’s now $50 more expensive a year later. I don’t plan on ever filling it up, but it’s been helpful, and good insurance to have if I ever create a project that requires that space.


So with all the news on hardware shortages…someone is building skynet..and we just don’t know about it.

What do you think all those data centers are for?


We do know about it. Most of the big name ai services are all public about working for government enforcement agencies. Palantir, Flock, Boston Dynamics, Tesla xAI, etc

Skynet or Sauron.

This goddamn timeline.




I bought a 22tb hdd from serverpartdeals in late December of 2025. Its now $100 more expensive, I’m glad I read the tea leaves in time but this sucks.

I got a 16TB HDD for 300€, yesterday I looked at it and it was 800€ (apparently discounted from 1000€ lol)


Same. Scored two 16TB drives and a 4GB in summer of 2025 (by pure chance though). They’re now 150%-200% the original price. Cannot wait to see this bubble pop.


28 TB is now sold out in serverpartsdeals, guess we have to wait till the bubbles pops.



This framing is journalistic malpractice. Using the term blamed implies room for doubt where there is none, it’s a clear and provable driver of this issue. We desperately need public funding for journalism, as long as outlets rely on private investment to function there will always be this kind of manipulation and bias infused into news media.

Funny thing, we had that back before the 80’s. Yeah Republicans killed it. and now we’re in the shit show you see all around.

Huh, I wonder why they would do that… So Weird (tm). Surely unrelated to the tRump republicans axeing PBS funding in this current term…




I was able to update 2 of 3 devices early last year, but couldn’t upgrade my old custom build. I did that due to possible tariffs; didn’t even think about this “AI” BS. Thought may as well just buy a custom build now. Wanted to wait another year, but I won’t be upset no matter what happens with prices if I get it now. I’m not sure my old girl can outlive the return of easily available PC parts. At least I also bought some extra storage over a year ago.


Apparently there is a huge demand for storage, both RAM and disk. Oh, and GPUs… So what happens when large number of people are looking to buy stuff? In time, I think there is a silver lining here…

Demand went up but supply hasn’t adjusted, and maybe won’t, to meet it. I’d imagine the parts manufacturers would be worried about the bubble bursting as much as we are cheering it on.

I don’t mean existing manufacturers necessarily. Unfortunately there are no certainties, but I’d say give it some time. These chips are (or at the very least becoming) strategic commodities, so the greater the squeeze the more appealing the business case will be. Besides, both the US and EU want to grow their chip manufacturing capacity and it’s not like there is no investment money available. So at some point production capacity will grow.

Don’t discount China in this race either. Gamers nexus did an interesting video about china’s push to become a contender in the DIMM market too.

Guess it’s all speculation for now anyway.



The the demand stays elastic and the supply doesn’t then you can just scale the pricing as much as you want. Saying you’re sold out for the year is literally telling everyone in advance the prices will continue to be manipulated .




This is how they kill home computing and force everyone to bezos net with your drumpf Gold terminal ($390/month with KKK membership)

Fuck ALL these peoole.


those who promote ai usage and even pay for it ought to be blamed too.

While I can see some benefits in using llm for some things, way things currently are the negatives way outweigh the positives. Using it should be something to be ashamed about so this shit collapses sooner and maybe we can get some peace. Maybe once all the commotion dies down llm could become useful tool, but if its tied to destruction of our way of life (planet dying, economic disruption, no components for regular people) then it just has to go.

Alternative is we just submit and hope our owners dont abuse us too much.


Buy used ETA: and prevent waste

I meant from individuals, not corporations with a profitable refurbishing outfit. e.g.: eBay, thrift shops, the swap shop at your local dump (if you’re lucky to have one), yard sales, etc.

One of my favorite things in life is rescuing hardware from the landfill, or bringing a relative’s dusty old machine back to life. There are still loads of people out there who have never opened a PC case before, and think the whole machine is a loss just because it won’t boot, or is “old”.

Everyone IS so there’s a run on those also.



I’m highly suspect this happens at the same time that Microsoft is demanding you upgrade your PCs to run their shitty software. and discontinuing Windows 10

They need to roll that back.

They want us to rent or compute from the clouds so they can watch each and everything we do.


Next up, torches and pitchforks will ve sold out. And AI won’t exist.


Welp, I guess I’m all out of money for new tech. Time to travel or find a new hobby.

These sound like great ideas. Additionally, I find that making the most of the hardware I already have can be really satisfying, too.

This feels like you’re about to try and sell me on linux.

It does sound like that, doesn’t it. I’ve been down that rabbit hole, but currently my only Linux device is a steam deck. Apple stuff for most things, pc for AAA gaming.

So, no. I like Linux, but I really meant that I increasingly manage to find some satisfaction in getting „my money‘s worth“ out of my hardware instead of finding excuses to buy new stuff.





let’s hope it comes crashing down in their face soon enough 


The worst part is that we don’t something, and by saying something, I mean boycott them.
Look what they are doing to us, just to build AI data centers.
Worst part, is that there is no progress of AI. It is used only for capitalist profits by companies(support chat bots, girlfriend AI and goes on).\

The worst part is that we don’t something, and by saying something, I mean boycott them.

Boycott is under way. In my bubble, people are ditching American goods and services left and right, including Windows. The combination of “Murica first” (fascist edition) and big tech overreach has prompted people to make good use of their middle fingers.



I’ve two countem two 500gb HDD by WD, starting price is 2500$. And I’ll throw in external cases for 100$ (the cables are blue meaning usb 3.0 a which are 250$)


shit dude I’ll move my storage to S3 and retire on what I can get from my 16tb array and 20tb backup.


no wonder they need so much power/rare earths. ssds next

SSDs were first, actually, with HDDs now following suit.

Theres a reason we have 256TB SSDs. Consumers dont really need them and they are of limited value vor conventional Datacentres.




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What’s even more bull shit is that they are massively delaying warranty claims on drives too. I have been waiting a month for a replacement 20TB drive from WD. I even paid for the advanced replacement, which I will be disputing with my CC company as soon as they send me my drive. I paid so it’s faster and they are fucking me over.


A cynical take but so far we are seeing quite a few things come true from this: https://collapseos.org/why.html

I’m a little skeptical of how much is considered irreplacable in the event of a supply chain collapse. I do think that it is possible that we can’t make any more bleeding edge tech for 25 years so it means no new phones, quantum computers or large server arrays at today’s performance levels. However say some rapture happens, but one not bad enough so we will still be able to scavenge parts and think about computing over our basic survival needs. In that scenario, saying we won’t be able to setup even a simple local supplychain to make PCBs for Surface Mount chips doesn’t make sense to me. That seems to discredit people’s ability to set up basic collaborative processes when shit hits the fan, be it a river powered milling machine, or solar photovoltaics which we are still currently making by the millions so there will be a lot lying around.



AI the cause again. Not blamed. It’s the reason.

Greedy companies, caused it



This bubble can’t burst soon enough.


This is what drives inflation.

Price gouging can. Debts in a foreign currency can. … and this, when a bunch of VC cash can out bid the whole market place and drive prices up on an item or class of items.

Average people who want that item pay more to keep up, inflation sticks. It’s one of the MANY dangers of having a large wealth gap in society.



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