戴尔、HPE、联想、超微等厂商受益于创纪录的AI服务器需求，但企业客户要求超越芯片的完整服务，供应商正从硬件转向服务导向。
Dell, HPE, Lenovo, and Supermicro are riding record AI server demand, but winning enterprise customers requires more than just Nvidia chips.