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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
Well, it's really exciting.
I mean, people thought that hard drives were a thing of the past, but it's shown to be a fundamental piece of the AI infrastructure stack with 80% of all storage in the cloud and AI continuing to reside on hard drives both today and going forward.
So it's a very exciting time for us.
It's a great challenge.
And I always tell my teams, it's a great responsibility that we have to deliver to the industry to enable this once-in-a-lifetime opportunity that AI is
Yeah, as I mentioned in the beginning, there will always be quarter-to-quarter variations.
We were the first one out for 32 terabyte regain on them.
They have a new platform coming out, so they're a bit ahead in terms of the exabyte storage that they can deliver that drives cross-margin expansion.
We have the 40 terabyte coming out in Q3 of our fiscal year and we expect that by that period of time, sorry, we have a 40 terabyte out right now, it's gonna cross 50% of all the bits we ship by fiscal Q3 and that will give us another driver of exabyte growth.
And so this constant evolution of technology and the transition points that we introduce them will result in some time shifts in terms of results and performance.
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