If you've been meaning to buy NAS drives, don't wait for too long!
If you're planning to buy NAS drives soon, you might not want to wait any longer. The AI/datacenter buildout has hit hard drives hard:
- WD has said its entire HDD output is sold out for all of 2026; enterprise drives are quoted on ~2-year backorders.
- HDD contract prices jumped the most in 8 quarters, and the vast majority of drive revenue now goes to cloud/enterprise = very thin inventory for the rest of us.
- Reports have the average drive up around 46% in recent months. And it's not just an enterprise problem anymore - it's hitting the shelf.
I track cheapest $/TB daily across 8 countries, and bare drives are around $30-34/TB right now. For years that number kept dropping. But that flipped last fall - prices have been climbing since around September 2025, and with the supply reserved through 2026, the safe bet is it keeps going up, not down.
What's everyone seeing? Stocking up on drives now, or hoping it blows over?