Could This Overlooked Infrastructure Stock Be the Market’s Next Multibagger?

The AI compute infrastructure boom is accelerating as global organizations race to deploy AI models. PwC data reveals industries with high AI adoption generate 3x more revenue per employee than laggards. McKinsey projects $6.7 trillion in data center spending through 2030, with 75% allocated to AI-capable facilities.

Cloud infrastructure providers are seeing unprecedented demand, with revenue backlogs swelling as companies scramble for AI computing capacity. While several players dominate headlines, one underappreciated contender stands at the epicenter of this transformation.

Dell Technologies, traditionally known for consumer hardware, is emerging as a dark horse in AI server infrastructure. The company's enterprise solutions position it to capitalize on the next phase of AI deployment—where specialized hardware meets scalable cloud architectures.