The Magnificent Seven – tech giants like Nvidia, Tesla, and Microsoft – tend to dominate the conversation around artificial intelligence (AI). However, behind-the-scenes players like Dell Technologies (NYSE: DELL) are quietly building a respectable position in the AI landscape. Dell’s infrastructure solutions group (ISG) captures the company’s presence in storage solutions, data center services, and network infrastructure, making it an attractive opportunity to invest in AI. Despite a 76% surge in shares this year, Dell’s stock has taken a 20% hit since its earnings report, making it an attractive buy. The company’s ISG business generated $9.2 billion in revenue, up 22% year over year, with servers and networking revenue soaring 42% year over year. With a compelling valuation and a strong position in the AI realm, Dell is an under-the-radar opportunity not to be slept on.
Dell’s AI Opportunity Unfolds
Dell holds more market share in storage systems than its second-, third-, and fourth-largest competitors combined.
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