this post was submitted on 25 Feb 2026
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According to Taiwan tech publication DigiTimes, most AI firms are unwilling to wait two years for HDD supplies to stabilize and are shifting to SSDs instead. To contain costs, they are choosing QLC NAND-based drives over the faster, more durable, and more expensive TLC variants.

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[–] Aceticon@lemmy.dbzer0.com 39 points 4 months ago* (last edited 4 months ago) (10 children)

The silver lining in all this is that when this bubble explodes we'll probably have a glut in the supply of HDDs and SSDs, driving prices down.

Just hold any plans to upgrade your hardware for a year or two and you'll end up better of (for many it will even be a good exercise to wean oneself out of the mindless "instant gratification" impulses one is indoctrinated into by Consumer Society).

[–] TheProtagonist@lemmy.world 5 points 4 months ago (1 children)

you'll end up better

...maybe not if you are part of that bubble in some way, e.g. by participating in the corresponding stock markets that are currently dominated by those tech companies.

[–] Aceticon@lemmy.dbzer0.com 4 points 4 months ago

So best change your investment strategy, then.

If people persist in riding this bubble out of greed, it's only fair if they get burned when it blows up.

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