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The CIO's Sustainable Brief: CapEx Reality Check: Preparing for a Split Hardware Market and Rising Component Costs

Presented by

David Daoud of Compliance Standards LLC

About this talk

This briefing outlines the new economic and operational realities shaping enterprise hardware strategy for the next thirty-six months. It presents evidence of a sharply bifurcated market, where unprecedented demand for AI infrastructure accelerates modernization while most organizations still operate a predominantly legacy server estate. It details the impact of sustained DRAM and NAND shortages on CapEx planning, escalating component prices, and procurement risk. The talk also examines the mounting exposure created by a large global Windows 10 footprint and the rapid shift toward premium AI PCs. Finally, it proposes a Programmatic Asset Lifecycle model, emphasizing long-term component contracting, structured refresh planning, and elevated data-governance requirements for GPU-rich systems. The objective is to recalibrate enterprise expectations and provide a practical path for executives facing high-cost, high-risk modernization decisions.
Sustainable IT Insights with David Daoud

Sustainable IT Insights with David Daoud

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Driving Sustainable IT: Insights, Compliance, and Innovation
From IT hardware disposition and electronics recycling to data security and ESG, this channel is dedicated to exploring and discussing how IT can drive positive change while ensuring compliance with regulations and best practices. Designed for IT practitioners and managers in procurement, legal/compliance, finance, ESG, and other functions critical to building a sustainable business, the channel is hosted by David Daoud, President and Principal Analyst at Compliance Standards LLC. Compliance Standards LLC is a firm specializing in advisory services, research, and consulting.
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