AI HARDWARE SHORTAGES SET TO DEFINE 2026, SAYS DEVERE CEO

TCS-AWS study reveals manufacturers' race toward Al-driven autonomy amid readiness gaps and rising competitive pressures.

- NIGEL GREEN CEO, DEVERE GROUP

AI is entering a new phase—not just a boom, but a bottleneck.AI is entering a new phase—not just a boom, but a bottleneck. According to Nigel Green, CEO of deVere Group, AI hardware shortages will become one of the most important drivers of global markets in 2026, reshaping pricing power, sector performance, and investor strategy.

Green warns that the world's rapid AI infrastructure expansion is now colliding with “physical limits in global supply chains,” creating a squeeze in critical components—from advanced chips to high-bandwidth memory and power systems.

From Growth Story to Scarcity Story

The global race to build data centres and accelerate AI computing has triggered unprecedented demand for specialised silicon and networking hardware. Manufacturers are prioritizing hyperscalers and deep-pocketed AI customers, pushing prices sharply upward.

"This is where the AI story turns hard-edged," Green explains.

"It becomes about bottlenecks, allocation, and who controls supply."