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CDW10-Q: Supply chain disruption

CDW flags supply chain disruption risk from heightened demand for AI workloads

What happened

The company explicitly identifies that high demand for components needed for AI workloads could lead to supply disruptions, capacity limitations, and cost increases from suppliers. This creates a significant risk to their ability to fulfill customer orders for high-demand AI solutions, highlighting a need for supply chain visibility or risk mitigation solutions.

Source

SEC EDGARMay 6, 2026

Quarterly report (Form 10-Q)

CDW 10-Q

Filing excerpt

potential disruptions in the supply of products from our suppliers, including capacity limitations and cost increases resulting from heightened demand related to artificial intelligence workloads;

sec.gov/Archives/edgar/data/1402057/000140205726000025/cdw-20260331.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 6, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1402057
Accession number
0001402057-26-000025
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Technologies

  • artificial intelligence

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1d6ac519-bf17-4f94-a789-3eb9df9e8bbb returns this record as JSON. POST /v1/companies/enrich returns every signal for cdw.com.

{
  "signal_id": "1d6ac519-bf17-4f94-a789-3eb9df9e8bbb",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-05-12T09:24:57.837+00:00",
  "company": {
    "name": "CDW",
    "domain": "cdw.com"
  },
  "data": {
    "detail": "The company explicitly identifies that high demand for components needed for AI workloads could lead to supply disruptions, capacity limitations, and cost increases from suppliers. This creates a significant risk to their ability to fulfill customer orders for high-demand AI solutions, highlighting a need for supply chain visibility or risk mitigation solutions.",
    "summary": "CDW flags supply chain disruption risk from heightened demand for AI workloads",
    "excerpts": "potential disruptions in the supply of products from our suppliers, including capacity limitations and cost increases resulting from heightened demand related to artificial intelligence workloads;",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1402057/000140205726000025/cdw-20260331.htm",
    "filing_date": "2026-05-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "technologies_mentioned": [
      "artificial intelligence"
    ]
  }
}

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