Mmastodon TechnologyCybersecurity first seen 22 h ago, last 22 h ago, peak #11

Cloud giants' chip demand squeezes security hardware makers

Original: “Major cloud providers, or hyperscalers, are consuming most of the available semiconductors, leaving security hardware m

Economist Jahangir Aziz says major cloud providers, or hyperscalers, are consuming most of the available semiconductors, leaving security hardware manufacturers struggling with limited supply and rising costs. Companies building firewalls, intrusion detection systems and secure routers face growing difficulties sourcing chips as cloud firms absorb the bulk of global semiconductor output, raising concerns about the availability and price of critical security infrastructure.

Why now: Hyperscalers' massive AI-driven chip purchases are straining supply for other hardware sectors.

Jahangir Azizhyperscale cloud providerssecurity hardware manufacturers

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Evidence

• “Major cloud providers, or hyperscalers, are consuming most of the available semiconductors, leaving security hardware manufacturers, those making firewalls, intrusion detection systems and secure routers struggling with limited supply and rising costs,” said Jahangir Aziz,… · silentexception

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