Not Nvidia. Not Micron. This Underrated Artificial Intelligence (AI) Infrastructure Stock Will Be the Biggest Winner of 2026

Dell Technologies is experiencing phenomenal growth driven by the robust demand for its AI servers, significantly outperforming competitors like Micron and Nvidia in recent quarters.
The company’s stock is trading at a very cheap valuation compared to its revenues, suggesting strong potential for multibagger gains in the future.
Dell’s financial results show an extraordinary increase in revenue and earnings, driven by an 88% year-over-year revenue growth and a 214% jump in non-GAAP earnings per share in the fiscal 2027 first quarter.
With a significant backlog of AI server orders totaling $51.3 billion and the company anticipating $60 billion in AI server revenue this year, Dell is clearly gaining a larger share in the rapidly growing AI server market.
Despite its impressive growth and promising outlook, Dell Technologies didn’t make the list of the best stocks according to The Motley Fool Stock Advisor’s analyst team, which chose 10 stocks expected to produce significant returns in the coming years.
The article emphasizes the potential for Dell’s market capitalization to surge significantly, potentially reaching $935 billion based on its revenue forecasts and current market valuation.