Western Digital Invests in Quantum‑Hardware Company Qolab

WDC
December 11, 2025

Western Digital announced a strategic investment in Qolab, a quantum‑computing hardware firm headquartered in Madison, Wisconsin, with key operations in California’s technology corridor. The partnership brings together WDC’s expertise in advanced materials, precision manufacturing, and nanofabrication with Qolab’s superconducting qubit technology to accelerate the development of scalable quantum systems.

The collaboration is designed to improve qubit performance, reliability, and scalability by leveraging WDC’s high‑volume nanofabrication capabilities. By integrating its manufacturing infrastructure with Qolab’s cutting‑edge qubit designs, the two companies aim to create a foundation for reliable, high‑performance quantum computing systems that can transition from research to commercial use.

Western Digital’s move into quantum computing reflects a broader diversification strategy that extends beyond its core hard‑drive business. The company’s recent financial results—Q1 FY2026 revenue of $2.82 billion, up 27% year‑over‑year, and a non‑GAAP EPS of $1.78, a $0.19 beat over consensus—demonstrate the financial strength that underpins this investment. Management highlighted the company’s ability to maintain a 43.9% gross margin and generate $599 million in free cash flow, positioning WDC to fund high‑return ventures such as quantum hardware.

In a statement, Irving Tan, CEO of Western Digital, said the company’s “strong execution in a robust demand environment, driven by cloud and AI workloads, gives us confidence to invest in emerging technologies that complement our core strengths.” Carl Che, WDC’s SVP and CTO, added that the partnership “directly aligns with our strategy of applying deep engineering expertise to high‑growth fields.” Alan Ho, CEO of Qolab, noted that combining WDC’s nanofabrication capabilities with Qolab’s qubit technology “will accelerate the path to scalable, real‑world quantum applications.”

The investment signals that Western Digital is positioning itself to benefit from the anticipated growth in AI‑driven data storage and high‑performance computing. While the financial terms of the deal remain undisclosed, the collaboration underscores WDC’s confidence in its manufacturing platform and its commitment to expanding into high‑technology sectors that offer long‑term strategic value.

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