The Infrastructure
Supply Chain
Crisis
NAND, DRAM & HDD shortages are reshaping enterprise IT through 2028. AI hyperscalers have locked up the supply chain — and your infrastructure refresh is caught in the crossfire.
The AI CapEx Tsunami Is
Crowding Out the Enterprise
Memory manufacturers are prioritizing the most lucrative customers — those building massive AI data centers. Enterprise IT is no longer the primary customer. It is collateral damage in the AI arms race.
"We are seeing shortages of memory, storage and even CPU silicon and all of these will be dynamically affecting each other for some significant time based on announced capex spend and datacenter land leases. The growth of AI demands storage, and lots of it — expect there to also be high-performance networking shortages going forward."— Andrew Buss, IDC Senior Research Director · The Register, February 20, 2026
No Relief Until 2028 —
A Multi-Year Planning Problem
The New Hierarchy of Silicon Access
Standard enterprise general-purpose servers have been explicitly downgraded in Omdia's market forecast. For the first time, enterprises are playing in a secondary market for the same components that run their businesses.
The question is no longer when will components be available? — it's how do we adapt our capacity strategy to a world where they're not?
The Full Picture
Our complete market intelligence infographic — the crisis, the timeline, and all five strategic options in one shareable visual.
Infrastructure Supply
Chain Crisis Infographic
A visual summary of the NAND, DRAM, and HDD shortage crisis and the strategic paths forward — built for sharing with your team and leadership.
↓ Download InfographicReady To Build Your Supply Chain‑Resilient IT Strategy?
Our team has expertise across the various options to address these challenges. The time to plan is now — before options narrow further.
We Understand Your Challenge.
And We Have a Plan.
In Balance IT Solutions offers a complimentary consultation. We'll listen about your environment, understand your constraints, and give you an honest assessment of which options make the most sense for your organization — no pressure, no agenda beyond your success.