Western Digital Introduces New AI Data Cycle Storage Framework to Help Customers Capture the Value of AI
Western Digital (NASDAQ: WDC) has introduced a six-stage AI Data Cycle framework to optimize storage for AI workloads. The initiative aims to help businesses maximize AI investments, enhance efficiency, and reduce total cost of ownership (TCO).
Western Digital has aligned its Flash and HDD product roadmaps to meet the storage needs of each AI Data Cycle stage. Key product launches include a high-performance PCIe Gen5 SSD for AI training and inference, a 64TB SSD for AI data lakes, and a 32TB HDD for cost-effective storage at scale.
The Ultrastar DC SN861 SSD offers up to 3x random read performance and improved energy efficiency. The new Ultrastar DC SN655 SSD range aims for higher capacity and performance for AI data preparation. Also, the Ultrastar DC HC690 32TB HDD is designed for massive data storage in hyperscale cloud and enterprise data centers.
Western Digital's AI Data Cycle framework and new products aim to support AI's growing demands across various industries.
- Introduction of six-stage AI Data Cycle framework to optimize AI storage.
- Launch of high-performance PCIe Gen5 SSD for AI training and inference.
- Release of 64TB SSD for AI data lakes.
- Introduction of 32TB HDD for cost-effective large-scale data storage.
- Ultrastar DC SN861 SSD offers up to 3x random read performance.
- Enhanced energy efficiency with higher IOPS/Watt in Ultrastar DC SN861.
- Ultrastar DC SN655 SSD range boosts capacity and performance for AI data preparation.
- Potential high initial investment required for new AI-focused storage solutions.
- Dependence on continued AI market growth for product success.
- Risk of technological obsolescence as AI and storage technologies evolve.
Insights
Western Digital's introduction of a six-stage AI Data Cycle framework and new enterprise-class storage solutions emphasizes their commitment to the growing AI market. The most significant product announcements are the high-performance PCIe Gen5 SSD and the 32TB UltraSMR HDD. The PCIe Gen5 SSD’s benefits in terms of random read performance and power efficiency are notable, particularly for compute-intensive environments like AI. Meanwhile, the UltraSMR HDD addresses the need for scalable data storage solutions in hyperscale cloud and enterprise data centers. These innovations should improve the performance, scalability and cost-efficiency of AI workflows, making Western Digital's offerings appealing for companies deeply embedded in AI technology. Investors might find these developments encouraging as they align with the increasing demand for robust and efficient AI storage solutions.
The introduction of these new storage solutions could positively influence Western Digital's market position and revenue growth. The demand for AI-centric storage solutions is on the rise and Western Digital's strategic alignment with this demand could translate to a stronger financial performance. The promise of reduced total cost of ownership (TCO) and enhanced efficiency for AI workflows might attract significant enterprise investments. Additionally, the timing of these product releases, with volume shipments beginning in the next few quarters, suggests that revenue impact could start materializing shortly. However, investors should stay cautious about potential supply chain issues or competitive responses that could impact market performance.
Western Digital’s expansion into the AI storage market is timely. The AI hardware infrastructure market is rapidly growing and storage solutions are critical components. With the AI Data Cycle framework, Western Digital positions itself as a thought leader, potentially influencing customer decisions and industry standards. This could enhance brand loyalty and market share. Moreover, the diversity in their product portfolio, addressing different stages of the AI data cycle, demonstrates a comprehensive approach that can meet varied customer needs, from data lakes to high-speed computation. Long-term, this could cement Western Digital’s position in the AI market and drive sustained growth.
Company Aligns Growing Portfolio of Enterprise-Class SSDs and HDDs to Support Key Workloads Within the AI Data Cycle
The AI Data Cycle: A self-perpetuating cycle of increased data generation and consumption is increasing the need for scalable, efficient and secure data storage solutions that can keep up with the rapid advancements in AI technology (Graphic: Business Wire)
AI models operate in a continuous loop of data consumption and generation – processing text, images, audio and video among other data types while simultaneously producing new unique data. As AI technologies become more advanced, data storage systems must deliver the capacity and performance to support the computational loads and speeds required for large, sophisticated models while managing immense volumes of data. Western Digital has strategically aligned its Flash and HDD product and technology roadmaps to the storage requirements of each critical stage of the cycle, and today introduced a new industry-leading, high-performance PCIe® Gen5 SSD to support AI training and inference; a high-capacity 64TB* SSD for fast AI data lakes; and the world’s highest capacity ePMR, UltraSMR 32TB* HDD for cost-effective storage at scale.
Watch: AI Data Cycle Video
“There’s no doubt that Generative AI is the next transformational technology, and storage is a critical enabler. The implications for storage are expected to be significant as the role of storage, and access to data, influences the speed, efficiency and accuracy of AI Models, especially as larger and higher-quality data sets become more prevalent,” said Ed Burns, Research Director at IDC. “As a leader in Flash and HDD, Western Digital has an opportunity to benefit in this growing AI landscape with its strong market position and broad portfolio, which meets a variety of needs within the different AI data cycle stages.”
“Data is the fuel of AI. As AI technologies become embedded across virtually every industry sector, storage has become an increasingly important and dynamic component of the AI technology stack,” said Rob Soderbery, executive vice president and general manager of Western Digital’s Flash Business Unit. “The new AI Data Cycle framework will equip our customers to build a storage infrastructure that impacts the performance, scalability, and the deployment of AI applications, underscoring our commitment to deliver unparalleled value to our customers.”
Growing Suite of Enterprise AI Storage Solutions for Compute- and Storage-Intensive Workloads
The new Ultrastar DC SN861 SSD is Western Digital’s first enterprise-class PCIe Gen 5.0 solution with industry-leading random read performance and projected best-in-class power efficiency for AI workloads. With capacities up to 16TB, it delivers up to 3x random read performance increase versus the previous generation with ultra-low latency and incredible responsiveness for large language model (LLM) training, inferencing and AI service deployment. In addition, the low power profile delivers higher IOPS/Watt, reducing overall TCO. The increased PCIe Gen5 bandwidth addresses the growing needs of the AI market for high-speed accelerated computing combined with low latency to serve compute-intensive environments of AI. Built for mission-critical workloads, the Ultrastar DC SN861 provides a rich feature set, including NVMe® 2.0 and OCP 2.0 support, 1 and 3 DWPD, and a 5-year limited warranty1. The Ultrastar DC SN861 E1.S is now sampling. The U.2 will begin sampling this month and will begin volume shipments in CQ3’24. More details on E1.S and E3.S form factors will follow later this year.
Complementing the Ultrastar DC SN861 is the expanded Ultrastar DC SN655 enterprise-class SSD range designed for storage-intensive applications. The new options for the U.3 SSD will reach up to 64TB, driving higher performance and capacity for AI data preparation and faster, larger data lakes. These new DC SN655 variants are now sampling. More details about the drives will be released later this year when volume shipments begin.
Western Digital is also now sampling the industry’s highest-capacity, 32TB ePMR enterprise-class HDD to select customers. Designed for massive data storage in hyperscale cloud and enterprise data centers, the new Ultrastar DC HC690 high-capacity UltraSMR HDD will play a vital role in AI workflows where large-scale data storage and low TCO are paramount. Leveraging proven designs from generations of highly successful products, the new 32TB drive delivers unbeaten capacity with seamless qualification and integration for rapid deployment, while maintaining superior dependability and reliability. More details about the drive will be available later this summer.
“Each stage of the AI Data Cycle is unique with different infrastructure and compute requirements. By understanding the dynamic interplay between AI and data storage, Western Digital is delivering solutions that not only offer higher capacities but are also tailored to support the extreme performance and endurance of next-generation AI workloads,” said Soderbery. “With our growing portfolio, long-term roadmap and constant innovation, our goal is to help customers unlock the transformative capabilities of AI.”
For more information about the AI Data Cycle and Western Digital’s AI storage portfolio, please visit: Data Storage for AI.
About Western Digital
Western Digital is on a mission to unlock the potential of data by harnessing the possibility to use it. With Flash and HDD franchises, underpinned by advancements in memory technologies, we create breakthrough innovations and powerful data storage solutions that enable the world to actualize its aspirations. Core to our values, we recognize the urgency to combat climate change and have committed to ambitious carbon reduction goals approved by the Science Based Targets initiative. Learn more about Western Digital and the Western Digital®, SanDisk® and WD® brands at www.westerndigital.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of federal securities laws, including statements regarding expectations for: AI-driven uses and demand for data storage products; the role of our products in the continuing development and growth of artificial intelligence; the performance, value, capabilities, availability and market position of our products; and market opportunities. These forward-looking statements are based on management’s current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements.
Key risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements include: volatility in global economic conditions; operational, financial and legal challenges and difficulties inherent in implementing a separation of our HDD and Flash businesses; the final approval of the separation by our board of directors; inflation; increase in interest rates and economic recession; future responses to and effects of global health crises; the impact of business and market conditions; macroeconomic conditions for the NAND and hard disk drive markets; the impact of the announced separation transaction, including with respect to customer and supplier relationships, regulatory and contractual restrictions, stock price volatility and the diversion of management’s attention from ongoing business operations and opportunities; the impact of competitive products and pricing; our development and introduction of products based on new technologies and expansion into new data storage markets; risks associated with cost saving initiatives, restructurings, acquisitions, divestitures, mergers, joint ventures and our strategic relationships; difficulties or delays in manufacturing or other supply chain disruptions; hiring and retention of key employees; our level of debt and other financial obligations; changes to our relationships with key customers; compromise, damage or interruption from cybersecurity incidents or other data system security risks; actions by competitors; international conflict; terrorist activities; risks associated with compliance with changing legal and regulatory requirements and the outcome of legal proceedings; and other risks and uncertainties listed in our filings with the Securities and Exchange Commission (the “SEC”), including our Annual Report on Form 10-K filed with the SEC on August 22, 2023 and our Quarterly Reports on Form 10-Q filed with the SEC on November 7, 2023 and February 12, 2024, to which your attention is directed. You should not place undue reliance on these forward-looking statements, which speak only as of the date hereof, and we undertake no obligation to update or revise these forward-looking statements to reflect new information or events, except as required by law.
* One terabyte (TB) is equal to one trillion bytes. Actual user capacity may vary depending on the operating environment.
1 5 years or Max Endurance (TBW) limit, whichever occurs first. See support.WesternDigital.com for regional specific warranty details.
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