I'm seeing the same thing. I was consulting a group of people in my city that wanted to digitize massive load of old VHS tapes. No AI, no crazy tech, just standard, boring storage+network infrastructure.

I'm looking at the procurement sheet that I made for them a year ago. Half of the items are no longer available, while the other half became so expensive that we'd probably build 10 of such labs with these costs a year ago.

I'm also looking at my home NAS right now - I pray not even a plastic clip breaks inside, because I'd have to shut it down.

While these are still likely the first things that you'd think of being affected, I'm sure the effects are rippling through essentially every industry that utilizes these components in their supply chain. Which is probably - every industry nowadays?