This Artificial Intelligence (AI) Stock Could Be the Next Big Winner After Nvidia

The world is witnessing a technological revolution, and at the heart of it lies artificial intelligence (AI). From transforming healthcare to reshaping financial markets, AI is becoming the engine driving innovation and progress. However!!! behind the sleek algorithms and powerful machine learning models is a critical backbone advanced infrastructure. And one company is quietly positioning itself to ride Nvidia’s “golden wave” in the AI sector: Dell Technologies.

The Infrastructure Boom Behind Artificial Intelligence (AI)

The explosive growth of artificial intelligence (AI) is no accident. It has been fueled by relentless investment in hardware, data centers, and computing capabilities. Nvidia has led the charge with its cutting edge GPUs and AI chips becoming the poster child for AI infrastructure. But as AI models become more sophisticated, the demand for robust, reliable, and scalable infrastructure has never been higher.

This is where Dell Technologies steps in.

Dell may not make headlines like Nvidia, but its role is no less crucial. As a global leader in servers, storage solutions, and cooling systems, Dell is instrumental in building the backbone of AI data centers worldwide. With sovereign nations and tech giants racing to enhance their AI capabilities, companies like Dell stand to benefit immensely from the ongoing infrastructure boom.

Dell’s Position in the AI Infrastructure Race

In the past year Dell Technologies has seen its revenue soar, driven largely by demand for enterprise grade infrastructure that supports artificial intelligence (AI) workloads. The company’s PowerEdge servers, in particular, are designed to handle the massive computing power required for AI and machine learning applications.

Moreover, Dell’s collaboration with Nvidia further cements its position as a key player in the AI revolution. By integrating Nvidia’s GPUs into its server architecture, Dell ensures that businesses and governments can deploy AI solutions at scale, efficiently and securely.

In fact, Dell’s recent financial performance reflects this trend. The company has posted strong earnings, with its infrastructure solutions group becoming a major revenue driver. As AI adoption accelerates, Dell’s ability to provide end to end infrastructure solutions makes it a stock to watch closely.

Riding the “Golden Wave” with Nvidia

Nvidia’s meteoric rise has been nothing short of historic. The company’s revenue doubled from a then record $61 billion in fiscal 2024 to over $130 billion in fiscal 2025, largely fueled by the demand for AI chips and data center technologies. Early forecasts for fiscal 2026 suggest this growth will continue, with sales in the first half alone expected to reach $90 billion.

But Nvidia’s success isn’t happening in isolation. It has created a ripple effect or what some analysts are calling a “golden wave” lifting companies that provide the essential components and infrastructure supporting AI expansion. Dell Technologies, with its critical role in building and maintaining AI data centers, is perfectly positioned to ride this wave.

As organizations worldwide integrate AI into their operations, the need for scalable, secure, and high performance infrastructure will skyrocket. From advanced servers to efficient cooling systems, Dell offers the building blocks necessary for AI to flourish.

Why Investors Should Pay Attention

The rise of artificial intelligence (AI) is not a fleeting trend it’s a structural shift reshaping entire industries. While Nvidia remains the star of the AI show, savvy investors know that the biggest opportunities often lie in supporting players like Dell Technologies.

Dell’s long standing reputation, global reach, and deep expertise in IT infrastructure position it uniquely to capture significant value as AI adoption expands. Furthermore, its partnerships with industry giants like Nvidia ensure that Dell remains at the forefront of AI ready infrastructure development.

For those looking to invest in the broader AI ecosystem, Dell offers a compelling opportunity. It provides exposure to the booming AI market without the extreme volatility often associated with high profile chip stocks.

The Quiet Strength Behind AI’s Growth

As the world races to harness the potential of artificial intelligence (AI), attention naturally gravitates toward the innovators building the algorithms and chips. But behind every AI breakthrough is an invisible yet indispensable layer of infrastructure and Dell Technologies is quietly building it.

With AI’s growth trajectory showing no signs of slowing, Dell’s essential role in this transformation cannot be overlooked. For investors, it represents not just a secondary beneficiary but a foundational player poised to ride Nvidia’s “golden wave” and potentially deliver significant long term value.