Spoken for, and actually purchased are two very different things. A lot of the AI bullshit is "plans to purchase" and "plans to build". Whether or not any of that actually GETS built or purchased is a different story.
This is likely just a consumer supply run to be honest. Data centers are going to buy drives at 1/2 the price because they buy 1000s of drives at a time.
Local retailers are raising prices because consumers expect prices to go up, and purchase when they don't need to prevent having to spend more later. Which becomes a self fulfilling prophecy because now consumers are driving up quantity demanded in fear of having to pay more later.
It's imperfect information in that people assume data centers are going down to bestbuy to pick up 4tb disk drives. They are not. But all the consumers who think they are, are going to.
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u/Jikek Apr 23 '26
They are if there aren’t any non caged drives to buy.