How AI demand is redefining enterprise infrastructure strategy
A quick look at the current headlines surrounding AI spend continues to paint a clear picture of huge IT infrastructure investment.
In April alone, for example, there were stories about a $100bn Amazon-Anthropic deal alongside further multi-billion-dollar announcements from the likes of Nvidia, Oracle and Disney, among various others.
In particular, the supply of RAM and fast-access storage, such as SSDs, NVMe drives, and other low-latency, high-throughput technologies, is under the spotlight. As one piece of analysis recently put it, “AI giants are hoovering up the world's memory supply, and everyone else will pay for it in higher prices, delayed products, and canceled launches.”
Supply chains for these components are finite, with manufacturing and distribution capacity under pressure and, generally speaking, unable to keep pace. Supply-demand imbalances are emerging quickly, including reduced availability and significant upward pressure on prices.
A big part of the problem is that...
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