Essentially this; drive manufacturers' financial reports are a good source of data here. For example, WD's Q2 financial report [1] shows: Q1 2023 Cloud Revenu

Essentially this; drive manufacturers' financial reports are a good source of data here. For example, WD's Q2 financial report [1] shows: Q1 2023 Cloud Revenue: $1,829M Q2 2023 Cloud Revenue: $1,224M (down 33%) Q1 2023 Customer Revenue: $679M Q2 2023 Customer Revenue: $794M (up 17%) [1] https://investor.wdc.com/static-files/5c73f7fb-869a-4850-bd26-22a626d0176f https://investor.wdc.com/static-files/5c73f7fb-869a-4850-bd2...