Dell Technologies and Cisco Systems are key players in the AI infrastructure market. Dell focuses on AI-optimized servers and data solutions, while Cisco specializes in networking and security. Spending on AI infrastructure is projected to exceed $758 billion by 2029, with Dell and Cisco expected to benefit from this growth.

Dell Technologies is seeing strong demand for AI servers, with $12.3 billion in orders in Q3 of fiscal 2026. The company expects to ship $9.4 billion worth of AI servers in Q4. Dell’s AI server shipments are forecasted to hit $25 billion for fiscal 2026, showing remarkable growth potential.

Cisco Systems is integrating AI into its product portfolios, with $1.3 billion in AI infrastructure orders from hyperscalers in Q1 of fiscal 2026. The company expects $3 billion in AI infrastructure revenues from hyperscalers for the fiscal year. Cisco’s AI infrastructure portfolio, powered by Silicon One systems, is gaining traction among hyperscalers.

In terms of stock performance, Dell shares have declined by 3.2% in the past six months, while Cisco shares have surged by 11.7%. Dell is considered cheap based on valuation metrics, while Cisco is viewed as overvalued. Earnings estimates for Dell and Cisco show positive growth momentum for both companies.

While both Dell and Cisco stand to benefit from the AI infrastructure boom, Cisco offers greater upside potential with a robust AI portfolio. Dell faces challenges in the PC and AI server markets. Cisco’s higher earnings momentum and Zacks Rank #2 position make it a stronger pick compared to Dell’s Zacks Rank #3.

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Read more at Nasdaq: DELL vs. CSCO: Which AI Infrastructure Stock Is the Better Buy Now?