Supply Chain Turbulence Hits IT Industry Hard
Infrastructure teams are facing a perfect storm of challenges, including extended hardware lead times, rising costs driven by artificial intelligence (AI) demand, and accelerated platform timelines. Hardware manufacturers are struggling to meet the increased demand for AI-powered devices, resulting in delays and price hikes.
According to recent reports, AI adoption is accelerating, with companies investing heavily in AI infrastructure. However, this shift has created a new security challenge, as modern applications are becoming increasingly interconnected and over-permissioned, making them vulnerable to AI-assisted attacks. Experts warn that identity resilience is no longer just an option, but a necessity for cyber survival.
The industry's reliance on cloud computing is also being scrutinized, with some companies questioning the wisdom of outsourcing data sovereignty to third-party providers. Baidu's CFO recently made headlines by stating that building AI infrastructure is not feasible, and that clouds can cash in on GPU rentals, which are "structurally higher margin than CPU cloud."
