Skip to content
ERP LEADERS
Subscribe to the brief Follow on LinkedIn

The news behind the software that runs companies, explained for everyone.

Software business

Server prices up 125%. Lead times reaching 18 months.

Gartner's Jon Forest puts memory price rises at 50% to 200%, pushing PC prices up 35% to 45%.

ERP LEADERS news desk · · First reported by CIO · Edition no. 1

Enterprise network equipment is up more than 20% this year, with another 3% to 5% expected going into 2027. Lead times for infrastructure that enterprise projects depend on now run nine to twelve months, and in some places eighteen.

Phillip Privett at TD SYNNEX has the sentence for your next budget meeting:

"Prices went up 40%, they may come down five. They're not going to come down 40%."

Matt Kimball at Moor Insights expects the shortage to last. AI inference demand runs longer and larger than the training wave that started it, and the market is expected to stay tight through the end of 2027.

Anyone costing an S/4HANA migration or a data centre refresh this quarter is using a hardware line written for a different market. Prices have moved one way.

What happens to your go-live date if the servers arrive a year late?

Sources

Spotted an error? Tell us. Every correction is logged on Standards.

Your reading room

Companies in this story
GartnerTD SYNNEX

Our file on Gartner

  1. 4 NovFiled later

    Gartner says cheaper open AI models can do nine in ten AI agent steps. CFOs sign the contracts that price each step.

  2. 2 NovFiled later

    Gartner found AI drove staff cuts at 47% of surveyed supply chains, averaging 10.5%. Supply chain managers run the smaller teams.

  3. 25 OctFiled later

    AWS announced $1 billion for engineers who build AI inside client firms. Gartner advises clients to plan the exit before they arrive.

  4. 25 OctFiled later

    Forrester sees AI taking 20% of tech spend in 2027. Just 22% of those it polled saw AI lift EBITDA.

  5. 22 OctFiled later

    Microsoft added new controls for European cloud customers. A Gartner analyst said he "would not call this complete control."

All 13 Gartner stories

For your next steering committee

Questions for your own programme. They are not findings about any company in this story.

  1. 1Ask when each major software contract renews and what notice period applies.
  2. 2Ask which price protections are written into the contract and which rest on a sales conversation.
  3. 3Ask what a price rise on that line would do to the run budget, and who would notice it first.

Issue 01 of the ERP LEADERS brief puts a timeline, the three-number review and six questions on one page. Read issue 01

Founding reader view is on in this browser. It is a reading view, not secure access. Print the working sheet

Founding reader

Welcome back. · Issue 01

Keep reading

The ERP LEADERS brief Subscribe