Ed Ludlow

And between now and 2028, we'll be shipping close to a 60 terabyte hard drive.

So just imagine that the capacity per drive is doubling.

in the next two years.

So we don't actually have to increase the number of units we're producing.

That's great for our customers, because it means better total cost of ownership through higher rack density, lower power consumption, and that's something that also aids the lower power demands of data centers.

I'm going to have to compress this, but WD separated SanDisk, right?

NAND, Flash.

That has been an interesting financial transaction, and hopefully we can get to it in time.

But the basic conviction is that HDD is the way to go, focus.

But the Flash guys would argue in the context of the data center and the cloud that SSD is going to have a role.

What is your latest thinking on how that went and the project long term?

So I think that the spin has been a very successful one.

If you look at how both companies have performed since the spin close to a year ago.

Astonishingly well.

Both have done really well.

I think what is given both companies is a singular focus on their specific technology roadmaps, specific segments of the market that they play in as well.

And specifically to your point, we are symbiotic, right?

I mentioned 80% of data that gets stored in the cloud are on hard drives.

SSDs represent the next 15, 20% of it as well.

So it's a symbiotic relationship.