Western Digital showcases AI-focused storage at Computex 2026, positioning high-capacity HDDs and advanced JBOD platforms as core to enterprise AI infrastructure.

In early June 2026, Western Digital presented new AI-centric Ultrastar HDDs, high-bandwidth drive technologies, and updated Ultrastar Data 3000 JBOD platforms at Computex 2026, while appointing AI and cloud veteran Manuvir Das to its board.

The new Ultrastar platforms feature faster throughput and tiered AI storage architectures designed to keep mass-capacity HDDs central to AI training and inference clusters (the computational stages where AI models learn and produce answers).

Western Digital's narrative projects $27.1 billion revenue and $10.7 billion earnings by 2029, requiring 32.0% yearly revenue growth and a $4.4 billion earnings increase from $6.3 billion today, though investor conviction depends on sustained hyperscaler adoption and the risk of concentrated customer buying power.