Hard Drive Shortage Intensifies as AI Training Data Pushes Lead Times Beyond 12 Months

Lead times for high-capacity hard drives have exceeded 52 weeks as AI workloads drive unprecedented demand for warm storage that sits between fast SSDs and offline tape archives, according to TrendForce. Western Digital notified customers of price increases across its entire hard drive portfolio citing demand for “every capacity” in its product line.

The shortage stems from AI infrastructure requirements including training datasets, model checkpoints and inference logs that…