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They did not say what the biggest companies use the AI for.
Article said companies in the server supply chain are happy, and that executives are happy, and some companies not using LLMs have actual use cases, but that's it.
It didn’t say anything about companies in the “server supply chain” being happy. It also said……well not much really. Nothing that could support the title.
Are you talking about this line?
Are you saying that you don't know what these companies use AI for?
No. What I'm asking is if this is the line you were referring to. I wasn't sure. If it is, these companies have a vested interest in "extolling AI's benefits". But if you're not talking about this line, I don't want to jump to conclusions. That's why I asked.
I'm referring to the fact that they specifically exclude the biggest companies because they know they can state and show what they use AI for and how it benefits them.
Did they put that information in their filings? Because that was the analysis. I don't know if they did or didn't. If they did, then your assertion would be correct. If they didn't though, it would not be correct.