The pressure is originating in the AI infrastructure market, where demand for memory chips has driven up component costs and limited supply for other hardware categories.

Standalone GPU shipments climbed 12.2% from the first quarter and 14.1% from a year earlier, according to Jon Peddie Research. The increase came as the broader client...

The pressure is originating in the AI infrastructure market, where demand for memory chips has driven up component costs and limited supply for other hardware categories.