Irving Tan

speaker

50 appearances 1 recordings 1 series first heard Aug 2026 last heard 6 Aug

Irving Tan’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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Bloomberg Tech · Alphabet's Bond Sale Signals AI Confidence · 6 Aug 2026 podcast

Yep.

Well, hard drives, actually, as an engineer, I always view hard drives as a marvel of engineering.

We use two-thirds of the periodic table in our products.

So as we move from capacity point to capacity point, there's a lot of re-engineering that goes on into the recipe of our media designs, the recipe of our head design.

So it's quite an engineering feat.

Obviously, we have great teams that have years of experience doing that.

At the same time,

We work very closely with our customers to make sure we go through very robust qualification processes because customers are very sensitive to the quality and reliability of their data storage capability.

It's a really good question.

We do have LTAs in place locked in until 29.

We have customer demand.

Customers are coming to us to put LTAs in place to support demand for 29, 30, and 31.

They have really good visibility in terms of the storage requirements that they need because they're looking at the entire AI infrastructure stack, everything from GPUs to CPUs to HBMs to NANDs.

to storage and they realize you have to take a much longer term time horizon in terms of how they plan.

So we are working very closely with them.

We're definitely locking in the sort of exabyte supply that they need.

But what we're working through with them is still the commercial construct of how we would price something further out in time.

Right.

Well, what we are saying, Ed, is if you need 600 exabytes of storage in 2031, we will deliver that to you.

How we actually price it, we're still in negotiations with them where we might have a base price for a percentage of that volume and then a tiered pricing structure as we increase the capacity we deliver to them.

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