AI infrastructure demand skewing the hardware supply chain
· Source: computerweekly.com
In short
The demand for AI infrastructure components is creating supply chain pressures across the hardware market, pulling production capacity away from other sectors and reshaping pricing and availability. While European IT distribution saw 5.2% growth in 2025 driven by PC refreshes, forecasts for 2026 are only 2.1% due to AI-driven shortages and price rises. The market is becoming divided, with high-end servers experiencing 7.7% growth while PC sales face declines.
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Tags: supply-chain, hardware, infrastructure, distribution, servers, pricing