One important part of this AI value chain is server companies. These companies purchase graphics processing units (GPUs) from suppliers like NVIDIA (NASDAQ: NVDA). They then put those chips ...

Dell's dilemma is playing out for the largest U.S. server makers as they navigate the artificial intelligence boom.

Motherboards, storage, and RAM are other parts that are needed. Server companies bring all these parts together and then sell them as a package. They have specific packages optimized for AI workloads.