AMD's AI PRO 400 Series is Gorgon Point chips in a suit and tie and repackaged for the enterprise audience, with some of the best x86-64 NPUs I've seen.

Western Digital has confirmed it is sold out of hard drives for 2026, with firm purchase orders and long-term agreements driven by AI infrastructure demand. With cloud accounting for 89% of revenue, consumer supply is tightening and HDD prices have surged more than 45% since September 2025.