As Agile is more customer-focused, you have to work very closely with customers for infrastructure delivery.
I've used the Agile thinking for large server deployments in the past, working with the customer to deliver capacity in phases. For example, out of 3000 servers, setting up the expectation to have 100 every 2 days ready to go in production. I had the liberty to store at least 500 servers on-site, network gear and cables stocked.
This can work if all stakeholders are on the same page and with Agile hats on. For example, the supplier has to ship on time to have the stock ready for deployments.
The best thing is, if you set the right expectations for your customer, you can change the stock keeping unit (SKU) in the middle of deployment and you will have the option to change the order with the supplier accordingly.
But, as I said, all parties should be onboarded to the idea. Going "Could First ;)" is a way to go. When you need it, where you need it, pay what you use, turn it off and save money.