Idle GPUs waiting on hard drives are burning capital, says
@wd_corporation SVP Tim Rausch.
At AI Infra Summit 2026,
@MattKimball_MIS spoke w/ Rausch about why storage may determine how far AI can scale.
They are targeting:
-60-terabyte drives by 2028
-100-terabyte drives by 2030
-Read/write technology delivering up to 8x today’s throughput
$WDC