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Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead
(www.tweaktown.com)
This is a most excellent place for technology news and articles.
I think it's a combination of that and the worry that there will be one winning ubercorp that practically merges with the US Government.
I mean, they are all pushing all their chips in at the same time. It's like they know it's now or never.
Even if they didn't, they probably don't want to seem like they're falling behind, so once one person goes all in, so do the others.