Western Digital CEO Irving Tan Talks AI Storage Demand

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Recorded06 Aug 2026

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Show notes

Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to explain why hyperscaler demand remains strong and how the company is increasing hard drive capacity. He says long-term supply agreements suggest AI's storage needs will continue to grow well into the next decade. He joins Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

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