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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