Presumably they're also looking to increase production capacity as fast as possible - within the year?

I'd have thought HDDs aren't at the top of the list for AI requirements, are other component manufacturers struggling even more to meet demand?

Why would they?

If we weren’t talking about AI, was there another high demand sector / customer for spinning platters?

And their margins get fat now that supply is relatively constant but AI demand has saturated their current production numbers.