Goldman Sachs Communacopia and the Technology Conference on Hardware: AI is driving differentiation in the enterprise server and network market, with prospects for profitable high-end manufacturers.

Wisdom Finance App learned that at the recent Communacopia and Technology Conference held by Goldman Sachs, there is a differentiated trend in demand for AI servers in the hardware sector. According to data from the 650 Group, Dell Technologies (DELL.US) is gaining market share in the high-end market from Super Micro Computer (SMCI.US), while Hewlett Packard Enterprise (HPE.US) is also seeing growth under cost control. However, the traditional enterprise server market is under pressure in the short term due to enterprise priority investment in AI infrastructure.