$Western Digital(WDC)$
On supply chain security and multi-year commitments: Western Digital and Seagate basically run a global duopoly, so Google can't just shop around or lean on them over pricing. To avoid running out of storage space during the AI infrastructure buildout, Google has to enter strict multi-year take-or-pay agreements with Western Digital extending into 2028 and 2029. Google also needs Western Digital's technology roadmap, including upcoming volume shipments of HAMR drives by mid-2027, to keep shrinking the physical footprint and power consumption of its data centers while increasing storage density.
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