"Allocation is the real issue here, and it's coming fast"
What are neoclouds, how fast is the market growing, and who are the key players?
"We're ready for that," Dell says on Bank of America call
“Partners are actively buying ahead to secure 2025 price structures, knowing that this window is closing fast"
SHI VP Ian Foddering assesses the fall out from the current mass memory shortages
“Enquiries are up 100%,” one circular IT player tells IT Channel Oxygen
“You do not operate it like a PC”
"It's chaos, if I'm honest," one Cisco partner says of current supply chain situation
“Those tied into contractual pricing agreements with customers face a potential disaster,” Omdia's Alastair Edwards claims.
“Customers all understand”, Antonio Neri says of new pricing Ts and Cs
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