Industry insiders are flagging a real squeeze: tariffs are pushing up equipment costs while shifting procurement strategies across the board. The thing is, massive data center buildouts are hoovering up supply and leaving less for everyone else. Global logistics keeps getting buffeted by geopolitical tensions—it's not just a shipping problem anymore. For anyone involved in infrastructure plays, whether that's mining operations or node deployment, these supply crunches and price hikes are shaping the next cycle.