
Oh the times they are a-changin'. A few years ago, I don't think I'd have predicted that HDDs, of all things, would be selling out, but here we are. According to TrendForce's investigations, "nearline" HDDs are "facing severe supply shortages", which is pushing cloud providers towards QLC SSDs.
Nearline HDDs are ones used for infrequently accessed data, acting neither as cold (long-term) nor hot (rapidly accessible) storage but something in between. They're primarily used for data such as backups. The AI boom has meant there's more of this storage in demand than before, to keep previous AI training data and model roll-backs, for instance.