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Miracle and Oracle appear to be preparing for a potential shortage of their own servers, and an agreement to share servers may help ease the problem.
According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising, driven by AI applications such as LLMs.
With the development of the digital economy, new forms of digital industries and business models continue to evolve. Therefore the demand for higher computing power, which is closely linked to digitalization, is also increasing.