"Some of the cloud service providers have just indicated that they might be raising their capex above of what they forecast before, and as a reminder, capex was up by about a third, so to raise it even further, it really is reaching unprecedented levels," Galabov said.
AI servers are set to make up more than half of the overall server capex this year - 66 percent, according to Omdia's current estimates - which Galabov described as truly extraordinary.
[
Collection
]
[
|
...
]