AI model training and deployment can easily require thousands of GPUs, fueling the need for power supply units (PSUs) that in turn require two or more times the number of ICs and passives. Power supply makers and EMS providers indicate that PSU demand has increased. Currently, power MOSFETs are of chief concern. The Commodity IQ Lead Time Index for power MOSFETs in June was over two times the baseline and the At-Volume Lead Time Trend for transistors in Q3 points to 45% of MPNs with lead times of 36 weeks or more. Long-term agreements are strongly encouraged for new product introductions that feature MOSFET. Alternate manufacturer qualification, extended order bookings, and sharing 52-week-plus forecasts with suppliers are also advised.