My understanding of the rumor mill is that a few years ago the foundation started prioritizing commercial customers over hobbyists. This pissed off Broadcom which makes the processor so now they’re not getting preferential treatment at a time when there’s a lot of demand.
Bypassing individual purchasers and attempting to sell to governments and foundations is what tanked OLPC. Raspberry Pi dominated the "cheap educational computer" marketplace simply because you could go out and buy one if you had $35 in your pocket.
Targeting businesses is either a dumb move, or the Pi Foundations version of Doctorow's enshittification.
Broadcom
Specifically they for whatever reason refuse to increase production of the chips the Pis use.
But any time you ask why something is wrong in embedded, 50% of the time "broadcom" will be the answer.
Probably they aren't making much money on them.
Demand from Ukraine? This is just an example. There are others: drones, SDR scanners using the Pi, etc.
https://www.popularmechanics.com/military/weapons/a23774/ras...