Times is so hard (disk drive), and it’s getting even harder
The continuous and increasing demand for advanced computing, driven by AI and data growth, is pushing hardware supply chains to their limits, exacerbated by ongoing geopolitical tensions and manufacturing complexities.
This crunch indicates escalating structural constraints on fundamental components of the digital economy, impacting all sectors reliant on computing power and data storage.
The persistent hardware crunch means that access to sufficient and timely computing infrastructure will become a more significant competitive differentiator and a national security concern.
- · Chip manufacturers
- · Supply chain logistics innovators
- · Cloud providers with existing capacity
- · Hardware-dependent startups
- · Sectors requiring rapid compute scale-up
- · Consumers of electronics
Increased costs and lead times for hardware components across all industries.
Accelerated investment in domestic manufacturing capabilities and diversification of supply chains by nations and major corporations.
Potential for a 'compute recession' or slowdown in AI and data-intensive innovation due to resource scarcity.
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Read at Financial Times — Technology