As the demand for AI infrastructure surges, CIOs face mounting competition and should prepare for longer wait times for capacity. According to Pareekh Jain, CEO of EIIRTrend & Pareekh Consulting, securing AI workload capacity will become increasingly challenging over the next 12–24 months, necessitating early planning and stronger partnerships. To optimize resources, CIOs should consider reserved instances, diversify cloud providers, and collaborate with vendors on long-term forecasts. Neil Shah, VP at Counterpoint Research, emphasizes the importance of anticipating future AI workloads to enhance efficiency and reduce costs, guiding decisions on in-house versus outsourced infrastructure. Meanwhile, the OpenAI-Oracle partnership indicates a strategic pivot toward specialized, AI-ready data centers, contrasting with AWS’s scaling back of generic capacity leasing. Sharad Sanghi, CEO of Neysa, reinforces that hyperscalers are reallocating resources to meet the demands of AI, signaling continued growth in this sector.
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