Four shortages.
One infrastructure budget.
Which one is hitting you hardest?

AI demand drained the supply chain and the bills landed everywhere at the same time. Add your take, and see how your infrastructure worries stack up against everyone else’s.

Pick one or more. We’ll share the results once the votes are in.

Flash / NAND

NAND contract prices more than doubled in the first half of 2026. Enterprise SSD allocations for the year are already spoken for, and no new fab capacity arrives before 2027. If your refresh plan assumed flash kept getting cheaper, that plan is gone.

Broadcom / VMware

Renewal quotes are landing anywhere from 150% to over 1,000% higher. Perpetual licenses are dead, minimums jumped to 72 cores, and most shops are now quietly planning their way off the platform. It’s a line item that turned into a board conversation.

GPU

Data-center GPU lead times run 36 to 52 weeks. Hyperscalers locked up the allocation through 2027, and you’re writing non-refundable deposits nine to twelve months before anything ships. Your AI roadmap now moves at the speed of a purchase order.

HDD

Western Digital and Seagate sold out their entire 2026 production. Nearline lead times passed a full year, prices are up roughly half since last September, and enterprise orders are booked into 2028. The cheap capacity tier isn’t cheap and isn’t available.

None of these

None of these are the one keeping me up at night.

Vote now. We'll send you the findings when the poll closes.

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Four shortages.One infrastructure budget.Which one is hitting you hardest?