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May 2026 Edition
Remember during COVID when toilet paper disappeared overnight—and if you didn’t move fast, you were out of luck?
AI adoption is accelerating at full speed, but the hardware that powers it—compute, storage, and systems—is under real strain. And unlike hype cycles, this is one issue organizations can’t afford to “wait and see” on.
On this episode, Phoebe and Mekka are joined by Michelle Blint, Sales Leader for U.S. State & Local Education at NetApp, to unpack why AI-driven data growth is colliding head-on with global supply chain realities—and why the impact is falling hardest on organizations without hyperscaler budgets or instant purchasing power.
Here’s why you’ll love this episode:
- Why the supply chain pressure is urgent—not theoretical
Michelle shares firsthand stories of servers priced five to six times higher than expected and lead times stretching far beyond traditional planning cycles.
- AI is the accelerant, data is the fuel
From video surveillance to AI workloads, exploding data volumes—not just LLMs—are driving unprecedented pressure on storage and compute.
- Why “cloud first” is becoming “cloud smart”
The team unpacks the shift toward hybrid models, data repatriation, and why understanding your workloads matters more than ever.
- A smarter way to think about growth
Explore storage and infrastructure “as-a-service” models that allow organizations to buy what they need now, scale as they grow, and avoid overbuying in uncertain times.
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| Check out the episode: |
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EP058 |
The Hardware Hustle: Navigating AI's Pressure on the Supply Chain |
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| New episodes out every Tuesday! |
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| Check out other AI episodes: |
| EP057 |
Data Without Borders: Navigating AI Sovereignty |
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| EP056 |
Open Source and AI: From Community Innovation to Enterprise Reality |
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| EP053 |
AI Meets Hybrid Cloud: The Ultimate Power Couple |
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