Analyst Omdia says in its latest Cloud and Datacenter Market Snapshot that global server revenue grew to $31 billion in calendar Q4, up 12.7 percent year-on-year and up 21.5 percent on the prior quarter.
Unsurprisingly, the big winner here is Nvidia, whose chips such as the current H100 and A100 are in high demand for accelerating the training of AI models in particular.
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