Ed Ludlow

There are some workloads that require lower latency that are very much designed for SSDs.

When it comes to long-term storage, the vast majority of metadata to support training and AI inference going forward, that's going to be leveraging HEDs because of the superior economics that we deliver.

We've also launched a month ago at our Innovation Day some new innovations coming out over the next 12 to 24 months.

It's going to improve the data throughput and performance of hard drives that will also be able to support the needs of AI workloads coming down the pike as well.

You're a global company.

We have a pretty global issue on our hands at the moment.

How are you thinking about your supply chain risk?

How are you thinking about ensuring that your customers get what they need and when they want when you have manufacturing as far flung as Thailand, as China, here in the United States as well?

Yeah, we have a very global supply chain and quite a diversified one as well.

We constantly model supply.

risk scenarios like the conflict they were unfortunately seeing in the Middle East right now.

And from our current perspective, we're keeping a very close watch on it.

I'm pleased to say as of now, none of our employees in that region are impacted and there's no material impact to our business as well.

We appreciate you being so candid and talking us through what is a fascinating part of the business.

WD, CEO there, Irving Tan, we thank you.

Let's return to the conflict in the Middle East, where one of the major concerns has been cyber strike.

Though so far, no major attacks have been reported.

Let's speak with Sanaz Yashar, co-founder and CEO of a cybersecurity startup, Zafran, and a former member of the Israeli unit 8200, the country's military spy unit.

So, Sanaz, has anything been occurring and it's just been protected thus far?

Thus far, not to any end.