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-bd2...