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Enterprise edition \'old guy hardware\' boom

As investment in AI infrastructure accelerates, companies specialising in on-premises hardware are posting strong growth alongside cloud expansion. Hardware makers spanning semiconductors, servers, storage and networking are reporting improved results as AI demand rises. Dell Technologies highlights a strategy centred on upgraded on-premises AI infrastructure and solutions optimised for the tokenomics era. Enterprises are also looking at PCs for local inference while major AI and software players expand offerings, partnerships, acquisitions and investments.