Fusion’s July Greensheet Tracks Impacts of Surging AI Demand

This month’s edition of Fusion Greensheet Report tracks the ripple effects of severe DDR4 shortages and surging AI demand across the supply chain. Memory, CPU, GPU, storage, and networking categories are all feeling the strain, prompting buyers to act fast before pricing climbs further.

Key Takeaways:

• DDR4 module pricing rises 10% as lead times push into 2026

• RDIMM and DDR5 pricing climbs 20–35% across key brands

• A100, H100, and Blackwell GPUs face extended lead times

• AMD Turin and Intel Sapphire Rapids CPUs see sharp demand spikes

• Mellanox NIC and 16TB HDD availability hit by supply disruptions

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