Why the Biggest Winner of the AI Infrastructure Boom Isn't Who Wall Street Thinks
2026-05-07 13:05:00 ET
The artificial intelligence (AI) infrastructure boom isn't showing any signs of slowing down. Goldman Sachs estimates that the total outlay on AI infrastructure could grow from $765 billion in 2026 to a whopping $1.6 trillion in 2031.
There are several companies that investors can consider buying to capitalize on this massive boom over the next five years. From companies like Nvidia and Broadcom that design AI accelerator chips, to neocloud providers such as CoreWeave and Nebius that build AI data centers, to AI software vendors such as Palantir Technologies , investors are spoiled for choice when it comes to benefiting from this lucrative market.
However, Dell Technologies (NYSE: DELL) is emerging as one of the biggest winners of the AI infrastructure boom . Let's see why that's the case.
NASDAQ: DELL
DELL Trading
-5.76% G/L:
$398.535 Last:
6,739,849 Volume:
$405.77 Open:
