Uploaded May 2026 | Updated September 2026, 4 days ago
WD CEO Irving Tan sits down with Kelly Evans on CNBC's The Exchange to discuss the company's strong Q3 FY26 performance and how WD is positioned to deliver the storage capacity the AI era demands.
Irving points to AI inference as a key driver of storage demand: more efficient memory use leads to more inference, more inference generates more data, and more data requires more storage infrastructure. It's a cycle that makes high-capacity HDDs more critical than ever.
Topics covered:
• Q3 FY26 financial highlights
• Why AI is driving massive HDD demand
• How WD is meeting supply needs for hyperscale and enterprise customers
WD CEO Irving Tan sits down with Kelly Evans on CNBC's The Exchange to discuss the company's strong Q3 FY26 performance and how WD is positioned to deliver the storage capacity the AI era demands.
Irving points to AI inference as a key driver of storage demand: more efficient memory use leads to more inference, more inference generates more data, and more data requires more storage infrastructure. It's a cycle that makes high-capacity HDDs more critical than ever.
Topics covered:
• Q3 FY26 financial highlights
• Why AI is driving massive HDD demand
• How WD is meeting supply needs for hyperscale and enterprise customers
