Fireside Alpha(@firesidealpha):$WDC @ Citi TMT: CFO reveals customers are asking to lock supply with LTAs out to 2030 and 2031 "We have earned our seat at the table being a critical component to this AI data center build-out. And we have longer-term visibility." "Customers are asking to sign LTAs all the way till 2030 and 2031." "We haven't signed them yet, but that's the visibility that we have, again, being a strategic component and having earned that seat at the table. And so this is a totally different business."

2026.09.09 18:49

$WDC @ Citi TMT: CFO reveals customers are asking to lock supply with LTAs out to 2030 and 2031 "We have earned our seat at the table being a critical component to this AI data center build-out. And we have longer-term visibility." "Customers are asking to sign LTAs all the way till 2030 and 2031." "We haven't signed them yet, but that's the visibility that we have, again, being a strategic component and having earned that seat at the table. And so this is a totally different business."

Fireside Alpha@firesidealpha

2026.09.09 18:47

$WDC CFO @ Citi TMT: "Currently we don't see a digestion. It's actually the opposite. Every time we go and talk to our customers, myself or my CEO or our salespeople, they come back with a stronger demand signal and better visibility for longer term."