Says AI remains significant tailwind. Says continues to see strong demand for AI servers. Says shipped more AI service in the first half of this year than all of last. Says saw strong demand growth across small and medium business, which helped drive profitability improvement. Says raising AI server shipment guidance by $5B to $20B with shipments slightly weighted to the third quarter. Says expects the demand environment seen in the second quarter for traditional servers and storage to persist into the second half. Says expects profitability to improve in the second half across CSG and ISG, specifically within AI servers. Comments and guidance taken from Q2 earnings conference call.
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