The increasing demand for artificial intelligence (AI) is driving substantial investments in IT infrastructure, with notable deals such as the $100 billion partnership between Amazon and Anthropic. This surge is creating significant pressure on supply chains, particularly affecting the availability of critical components like GPUs, RAM, and solid-state drives (SSDs). As suppliers prioritize high-margin AI projects, organizations are facing longer lead times and increased costs, forcing them to pivot from traditional procurement strategies to more flexible, short-term approaches. Many businesses are now overprovisioning to mitigate risks associated with component shortages, which can lead to delays in infrastructure refresh cycles. Analysts warn that the current market dynamics signal a structural shift in how infrastructure is supplied and consumed, with the end of an era of cheap memory and storage expected to affect both consumers and enterprises until at least 2027. To navigate these challenges, IT leaders must focus on securing capacity and maximizing visibility into usage levels, ensuring continuity and predictability in their operations.