It’s a new dawn, it’s a new day, it’s a new life, and Western Digital, which just debuted its new name of WD, is feeling good. That was the main takeaway from WD’s 2026 Innovation Day event in New York City, where executives detailed how the more than half-century-old hard disk drive (HHD) manufacturer is evolving to meet the future demands of AI. CEO Irving Tan said WD is transforming into “a data center company that’s at the heart of AI.” The only way is up. Tan sees several growth opportunities for WD in the AI era, including the monetization of AI inferencing, the actual act of prompting a model to make a decision based on information it already has. “Every query that you put in, every prompt, that history has to be stored. That’s going to not only generate significant amounts of data, it’s going to also generate [a] significant amount of storage,” Tan said. Other tech leaders are trying to cash in on inferencing; for example, former Oracle CEO Safra Catz told stakeholders on a 2025 earnings call that the company was “aggressively pursuing” the inferencing market. But wait, there’s more…—BM |