We expect our costs to go up in Q2, all forms of costs, our freight costs, our component costs... we see a step function in cost in the second half of the year driven primarily by DRAM and SSD.
Every indication... will lead to less supply than the market demand... the laws of supply and demand will kick in and prices will rise.
Normal, boring, non-AI servers also did well, with Clarke noting demand 'remained strong in Q1' and 'grew for the second consecutive quarter year-over-year and the fourth.
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