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NVIDIA earnings reveal AI spending increasingly flowing to non-GPU infrastructure: networking, software, and integration services.
Infrastructure diversification signals maturing AI buildout beyond accelerators, expanding total addressable market for supporting technologies.
Trade pressSlicast · May 21, 2026 22:00 · Global · Source: datacenterknowledge.com
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Image / Slicast · Source: datacenterknowledge.com
NVIDIA earnings reveal AI spending increasingly flowing to non-GPU infrastructure: networking, software, and integration services.
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