- Dell (NYSE: DELL) is projected to generate $15 billion in AI server sales this year, making it a strong contender in the AI infrastructure space.
- Unlike software-driven AI companies, Dell profits from selling the physical hardware—critical servers needed to power AI applications—which positions it as a key supplier in the industry.
- With a price target near $200 and current trading levels around $90, Dell appears undervalued, offering potential upside as demand for AI infrastructure accelerates.
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