1.33 Another thing you can blame AI for: Cloud grows but server shipments are down

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Another thing you can blame AI for: Cloud grows but server shipments are down
Date: 2023-08-07 [theregister.co.uk]

Investment shifts to meet demand, say analysts. And demand is based on FOMO. WCGW?

The cloud market continues to grow, but at a slowly declining rate, while investment is shifting to meet the demand for AI services, diverting spending away from other projects.
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