Published: 28 September 2026
Summary
Global power supply limitations are a long-term reality, building and space delays are commonplace, and semiconductor shortages are intensifying. Hyperscalers must anticipate these constraints and focus execution on allocating scarce resources against their demand. Heads of supply chain planning in hyperscaler organizations should adapt their S&OE process to be more supply-driven, building an allocation capability aligned with corporate strategy and optimizing scarce supply to maximize business outcomes.
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