Fujifilm to boost tape production 5x as AI fuels archiving demand(arstechnica.com)
528 points by bookofjoe 9 days ago | 228 comments
tl;dr: Fujifilm is investing ~$63 million to boost LTO magnetic tape production fivefold at its Kanagawa facility from fiscal 2026-2028, citing exponential data growth driven by generative AI. Cloud providers and data centers continue to rely on tape for cheap, high-capacity cold storage, with the air-gap capability providing ransomware protection. The expansion will focus on the latest LTO Ultrium10 generation, which uses a hybrid barium/strontium ferrite particle technology.
HN Discussion:
  • •Practical warnings about tape reliability and the need to verify archives by actually restoring data
  • ~Cloud-based cold storage alternatives like S3 Glacier Deep Archive offer tape-like economics without hardware investment
  • ↑Tape is essential infrastructure for scientific experiments and the AI boom stabilizes the supplier ecosystem
  • •Consumer/prosumer tape solutions are missing from the market despite demand
  • ↓Skepticism that AI alone drives demand, suggesting harvest-now-decrypt-later attacks may also contribute