From Nasdaq: 2025-02-09 10:00:00

Data centers are a major trend in AI, with trillions being spent on new projects by tech giants like OpenAI, xAI, Amazon, Alphabet, and Meta. Statista predicts the market will surpass $600 billion by the end of the decade.

Nvidia’s impressive revenue growth in fiscal 2024 and 2025, driven by data center sales, is remarkable. Despite challenges from competitors like DeepSeek, industry experts believe Nvidia will continue to dominate the AI industry.

Dell’s Infrastructure Solutions Group (ISG) is thriving, with data center sales driving revenue growth. While its Client Solutions Group (CSG) faces challenges, Dell remains a top supplier to data centers and a promising investment opportunity.

Analysts are bullish on both Nvidia and Dell, with strong buy ratings and potential for growth. Investors should consider the long-term prospects and opportunities presented by these companies in the AI and data center industry.



Read more at Nasdaq: These 2 Stocks Are Leading the Data Center Artificial Intelligence (AI) Trend, but Are They Buys Right Now?