📊Executive Summary

The article discusses the critical need for supply chain risk management to be prioritized at the executive level, particularly in the context of the massive infrastructure investments in AI by hyperscalers. It highlights that lead times for electronic components have reached record highs, exacerbating risks for companies involved in AI data center build-outs. The article emphasizes the importance of integrating supply chain considerations into the design process to avoid costly delays and inefficiencies. As demand for GPUs and other critical components surges, companies must adapt their sourcing strategies to mitigate risks associated with supply shortages and fluctuating lead times....