The company's outlook for nearline hard disk drive demand aligns with industry expectations, and it is executing a pricing strategy to improve profitability. It has shifted focus to AI-driven storage demand, supported by partnerships with major hyperscale cloud providers, which are now backing its core technology roadmap. Future capacity bookings for AI infrastructure are strong, and recent results exceeded expectations, indicating a material change in the business mix. The CFO noted that nearline demand is above supply, and the company is maintaining steady price increases.