Dell Presents Cheaper Path to AI Growth Than Nvidia
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Nvidia has seen huge revenue and earnings growth recently thanks to AI and GPUs, but its valuation may deter some investors.
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Dell Technologies could be a cheaper way to invest in AI growth through its server and PC businesses.
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Dell's infrastructure solutions segment is benefiting from growing demand for AI servers.
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Dell expects AI to drive a rebound in its client solutions segment as AI-enabled PCs take off.
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Dell trades at a reasonable valuation despite expected strong growth, with potential for 100% stock price upside in 3 years.