The infrastructure gamble you can’t afford to get wrong
The availability of critical infrastructure resources (flash memory, GPUs, general compute and the broader supply chain behind them) has become a direct constraint on enterprises’ ability to hit business and revenue goals. This isn’t an IT operations headache anymore. It’s a business-risk story.
Enterprises lived through a version of this during COVID-era supply shortages and there’s a temptation to file this under the same category: annoying, temporary, something to wait out. That’s the wrong lesson. This time it isn’t an anomaly caused by a one-off global event. It’s structural, driven by hyperscaler AI demand (the massive-scale cloud providers building out AI infrastructure) that isn’t going away. Goldman Sachs Research puts global AI infrastructure investment above $1 trillion, including $581 billion in the United States alone,⁵ a buildout competing directly for the same servers, memory, flash, networking, power and data center capacity enterprises depend on. Enterprises need to stop planning around...
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