Source: The Register: Biting the hand that feeds
Infrastructure teams can no longer rely on just-in-time procurement and rapid refresh cycles as GPU scarcity and 12-18 month lead times become the norm. Capital planning is shifting: organizations must either pre-commit to expensive inventory, negotiate longer vendor contracts that lock in current prices, or accept that competitive advantage now depends on squeezing more performance from existing hardware through software optimization and workload consolidation. Companies that build supply chain optionality early—hoarding capacity, diversifying chip suppliers, and designing systems that remain viable without the latest generation—will have an edge.