Earlier quoted context omitted.
Cloud providers aren't guessing at demand to plan capacity, they're literally building new data centers and then wheeling new racks into them as fast as they physically can (short-term decisions are more likely made at the other end, e.g. when to retire old systems, not add new ones). AWS was born out of the fact that Amazon's own compute needs are inherently variable so to meet peak demand they had to "over-provisio…
You're talking to someone who has spent the last decade working for major cloud providers, including AWS, on infrastructure and services sides of things, including work around data feeds for the capacity management teams. I have more than a passing familiarity with the way things actually work at a cloud. They are constantly guessing at cloud capacity. Short, medium, and long term models with forecasting galore, all…
Anyway, capacity planning is very well understood in general but of course the devil is in the details.
At the moment the IT supply chain is pretty spotty and that affects my little IT firm up to the big boys.
When you buy Cisco + HPE + Dell or whatevs, you go to your reseller (me). I go to my distributor and they suck hardware out of Dell etc and take their cut and I install the gear and take my cut. Sometimes a disty thinks they can do reseller too. The thinking is that they can roll up two lots of margin and shave a bit. That's fine if you can actually do logistics and the "teeth arm" job too.
Clouds think they can go even further and sometimes they can and sometimes not. Now we have a sodding complicated resource on offer with a supply chain that is a bit random.
The whole hyperscale cloud premise is based on infinite availability of raw resources and that is complete bollocks. You can't hyperscale if you can't source stuff indefinitely.
Those Austrian mint filled choccy frogs became a thing for a while. I gave no idea of the exact numbers but presumably Austria supplied quite a lot of them for the UN forces and families in Cyprus in the '80s - they became a bargaining chip for a while. They came in a cardboard package with a lid coloured light blue with outlines of frogs and I think the main box was dark brown or black.