As we move through 2026, I am hearing a consistent theme from CIOs and IT leaders across the globe: severe “sticker shock” and a supply crisis. We are currently navigating a “hardware super-cycle”—a structural shift where the insatiable demand for AI infrastructure is cornering the global supply of standard enterprise technology components. With the massive investment in AI data centers and manufacturers pivoting production to areas like High Bandwidth Memory (HBM) for GPUs, the traditional enterprise is caught in the middle. As I recently told CRN, we have reached a point where you can’t simply buy your way out of this problem anymore. The lead times are too long, and the prices…
Why the 2026 Hardware Crisis Will Accelerate Adoption of the Modern Private Cloud – Broadcom News and Stories
