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News  ›  The Motley Fool

Could This Be the Most Underrated AI Infrastructure Play of the Decade?

The Motley Fool Logo The Motley Fool By Harsh Chauhan
Could This Be the Most Underrated AI Infrastructure Play of the Decade?

Dell Technologies is positioned as a potentially undervalued AI infrastructure stock, with strong growth potential in AI servers and generative AI PCs, trading at a low price-to-sales ratio of 1 and expected to potentially double revenue by the end of the decade.

Insights
ORCL   neutral

Mentioned as having a $300 billion AI computing capacity purchase agreement with OpenAI


DELL   positive

Trading at low valuation multiples, strong growth in AI server market (44% Q2 revenue increase), expected to double AI server revenue, and positioned to benefit from generative AI PC market expansion