Re:WD and Seagate confirm: Hard drives sold out for 2026
by squeefers on Wednesday February 18, 2026 @09:05AM
(#47061025)
because nvidia owns half of its own suppliers AND customers. intel completely missed out on the AI gravy train
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Re:WD and Seagate confirm: Hard drives sold out for 2026
by Fervicus on Wednesday February 18, 2026 @12:11PM
(#47063349)
If the custom PC market forcibly gets converted to pre-built PCs only, I don't see why intel is selling less CPUs. So I don't understand your point here.
Re:WD and Seagate confirm: Hard drives sold out for 2026
by squeefers on Thursday February 19, 2026 @07:24AM
(#47073040)
he said thinpcs and dumb clients with the compute power in the cloud, not pre-built gaming pcs. intel sell both desktop and server, if you cut out desktop for all but the low powered i3 it takes to run a thinpc, they lose a massive chunk of revenue.