The rapid expansion of AI is creating significant demand and capacity pressures across global supply chains. Data centre buildouts are driving demand for computing, energy, power infrastructure, cooling, connectivity, materials and logistics, creating competition for shared suppliers and production resources.

As this expansion accelerates, businesses face growing pressure to manage capacity, sourcing and customer commitments amid uncertainty. Long infrastructure and production cycles mean decisions must be made earlier, often before assumptions are settled.

This whitepaper explores how AI-driven data centre expansion is creating supply chain shockwaves across industries, where planning pressures are building and how businesses can protect their networks, make constrained capacity count and keep customer commitments as conditions change.