This Overlooked AI Infrastructure Stock Could Be 2026's Biggest Winner
Yahoo Finance ·
There's no denying that a slew of artificial intelligence stocks are suddenly on the defensive. Shares of cloud computing powerhouse Amazon are down 14% just since the end of last month. Microsoft 's budding recovery effort was recently upended as well. Worries of a bigger reckoning are firming up, and understandably so. There's one name in the artificial intelligence business, however, that may perform very well this year, even if most other AI stocks hit a wall. That's Dell Technologies ( DELL 3.58% ) . Yes, that Dell. Plenty of people don't realize that the personal computer maker is in the business of artificial intelligence infrastructure. And for a long time, it wasn't. Recognizing an opportunity to solve a largely ignored problem, however, in 2024, Dell launched an arm it simply calls the Dell AI Factory , offering corporations and their employees alike a way of utilizing the power of artificial intelligence without requiring AI expertise. And this business got a respectable start, making a measurable impact on that year's top and bottom lines.
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