In this episode of the CDW OCTOPOD, Kyle Davies is joined by Rob Sims, Nick Garland, and John Evans to unpack the growing global technology supply challenge being driven by the explosive demand for AI infrastructure.
From hyperscalers reserving silicon manufacturing capacity years in advance, to geopolitical instability, rising energy costs and shifting supply chains, the panel explores why the current disruption is fundamentally different from the shortages experienced during Covid.
The conversation dives into:
The global AI boom and its impact on memory, storage and GPU supply
Why only three companies dominate global DRAM and NAND fabrication
How hyperscalers are reserving semiconductor capacity through 2029
The knock-on impact across servers, networking, security and devices
What customers are seeing today in pricing volatility and lead times
Practical advice for CTOs, CIOs and procurement leaders navigating the next 12–24 months
While the headlines focus on “RAMAGEDDON”, the panel explains why this is actually a structural shift in how technology is manufactured, procured and consumed.
Most importantly, they discuss how organisations can adapt through flexibility, planning and architectural change to operate successfully in a more constrained and volatile technology market.
