Rack-scale AI system shipments and associated AI server demand are incremental business updates that can support the stock, but the dashboard’s active_symbols list does not include DELL, so a tradable ticker can’t be assigned from the provided universe.
Why Dell Technologies (DELL) Is Turning Rack-Scale AI Systems Into a Major Growth Driver Habib Ur Rehman Fri, June 19, 2026 at 4:34 PM GMT+2 1 min read DELL NVDA Dell Technologies Inc. (NYSE:DELL) is one of the fastest-growing AI infrastructure stocks to buy . On June 1, 2026, Dell said it had become the first company to ship systems built on NVIDIA’s Vera Rubin platform, delivering Dell PowerRack systems with PowerEdge XE9812 servers based on NVIDIA Vera Rubin NVL72 to CoreWeave.
The shipment strengthens Dell’s AI infrastructure position as the market shifts from individual GPU boxes toward integrated rack-scale systems that combine compute, networking, storage, power, and cooling for production AI workloads. Dell said PowerRack is designed, tested, and delivered as a single unit, with systems able to move from delivery to production in under 6. 5 hours and deliver up to 10 times lower cost per token than Grace Blackwell NVL72 for large-scale agentic AI inferencing.
That same rack-scale AI demand was visible in Dell’s fiscal Q1 2027 results, reported on May 28, when revenue rose 88% year-over-year to a record $43. 8 billion, and AI-optimized server revenue jumped 757% to $16. 1 billion.
Wells Fargo Raises its Price Target on Dell Technologies (DELL) Photo by Pok Rie on Pexels Dell Technologies Inc. (NYSE:DELL) provides servers, storage, networking, PCs, software, cloud, edge, security, and services for enterprise, public-sector, consumer, and data-center customers. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.
If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy . Disclosure: None.
Follow Insider Monkey on Google News .
Oraklio AI Trading Intelligence
Oraklio turns news, price data, and market signals into structured BUY / SELL / NO_TRADE calls - updated continuously throughout the trading day.
Get started freeAlready have an account? Sign in →