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NVIDIA, Broadcom and Dell: the Three Actions that Dominate the Rise of AI Data Centers
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The boom of the data centers drives NVIDIA, Broadcom and Dell, whose results exceeded all expectations in the midst of the expansion of artificial intelligence. With record figures in revenues and orders, these three companies lead the construction of the AI infrastructure, although they also face risks of concentration and margins. *** NVIDIA reported data center revenues of USD 75.246 million, 92% more year-on-year. Broadcom led revenue from A…
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