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With core components of artificial intelligence infrastructure — namely memory — already scarce and in demand, Dell executives want policymakers to not create more obstacles via regulation.

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Nvidia is winning the AI race thanks to its chips, but it needs partners to build the data centers that use them.

NVIDIA led vendors in data center IT omponent revenue, followed by SK Hynix and Samsung. NVIDIA's performance reflected the strong ramp of the Blackwell platform, which includes GPUs, CPUs, and NICs.