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Re:IBM CEO says there is 'no way' spending on AI data center... by hinkley on Wednesday December 03, 2025 @03:24AM (#46131669)
They also either fairly accurately predicted the death of HDDs by selling off their research division before the market collapsed, or they caused the end of the HDD era by selling off their research division. They did a lot of research.
Re:IBM CEO says there is 'no way' spending on AI data center... by ReptileMan on Wednesday December 03, 2025 @06:15AM (#46133148)
The hdd being dead will surely come as a surprise to the couple of 12TB rusties spinning joyously in my case right now.
Re:IBM CEO says there is 'no way' spending on AI data center... by newsclues on Wednesday December 03, 2025 @06:28AM (#46133249)
HDDs would be much more important today if flash storage didn’t exist.
Re:IBM CEO says there is 'no way' spending on AI data center... by busssard on Wednesday December 03, 2025 @07:08AM (#46133564)
did you know that SSD are not memory stable if they dont get electricity every now and again...
Re:IBM CEO says there is 'no way' spending on AI data center... by dcminter on Wednesday December 03, 2025 @08:28AM (#46134248)
Spinning platters are prone to catastrophic mechanical failure and tape can undergo delamination. What of it?
Re:IBM CEO says there is 'no way' spending on AI data center... by newsclues on Thursday December 04, 2025 @06:37AM (#46146455)
Do you know how much data is stored on ssds in data centres?
Re:IBM CEO says there is 'no way' spending on AI data center... by jfindper on Wednesday December 03, 2025 @10:02AM (#46135275)
One family down the street from me still drives a Saturn! Yet no one is going to say "Saturn isn't dead!".
Re:IBM CEO says there is 'no way' spending on AI data center... by ReptileMan on Wednesday December 03, 2025 @12:52PM (#46137629)
Nope. It is like - suddenly every truck everywhere is Saturn. The unit count may be lower but the total tonnage moved grows. While HDD shipments have fallen fourfold counted in units, if you check total exabytes delivered you will see they are shipping a lot.
Re:IBM CEO says there is 'no way' spending on AI data center... by highwaylights on Wednesday December 03, 2025 @06:37AM (#46133322)
I think the retail market is maybe dead but datacenters are still a fairly large customer I’d think. HDDs really shine at scale where they can be fronted by flash and DRAM cache layers.
Re:IBM CEO says there is 'no way' spending on AI data center... by rbanffy on Wednesday December 03, 2025 @06:55AM (#46133465)
They are still cheaper than flash for cold data, but that’s not going to hold for long. Flash is so much denser the acquisition cost difference for a multi-petabyte store becomes small next to the datacenter space and power needed by HDDs. HDDs require research for increasing density while flash can rely on silicon manufacturing advances for that - not that it doesn’t require specific research, but being able to apply the IP across a vast space makes better economical sense.