I presume the server shipment numbers don't include servers the cloud operators build for themselves.
Server shipments fall ... just as AI drives demand for costlier kit
Changing priorities among enterprise and cloud providers are driving apparently conflicting trends, according to research outfit Omdia, with demand for compute resources remaining high, especially as ChatGPT has spurred interest in AI training, yet at the same time server shipments are declining. Omdia’s Cloud and Data Center …