February 2026 Tech News: AI Hardware Crisis, Waymo's New Driver, and Quantum Leaps
AI Hardware Crisis: Data Centers Buy Out Western Digital’s 2026 Hard Drive Supply The insatiable demand for AI hardware is causing a significant supply chain crisis. Reports confirm that AI data centers have pre-purchased Western Digital’s entire hard drive production capacity for 2026. This hardware crunch extends beyond storage, with Phison’s CEO warning of an imminent “AI memory crisis” that could bankrupt some consumer electronics companies. The massive storage and memory requirements for training and deploying large-scale AI models are diverting critical components from the enterprise and consumer markets, establishing AI development as the primary driver of the global hardware industry. ...