Cisco Systems (CSCO) and Dell Technologies (DELL) are leading providers of AI-powered enterprise infrastructure solutions. Cisco offers network infrastructure for AI workloads with high-density routers and switches, while Dell provides secure solutions for AI, machine learning, and data analytics. Spending on AI infrastructure is projected to exceed $200 billion by 2028, benefiting both companies as they see stock appreciation.

Cisco’s strong security demand and AI initiatives, including partnerships with NVIDIA, drive growth. Cisco’s security solutions and acquisitions like Snap Attack enhance its offerings. In comparison, Dell Technologies sees high demand for AI servers, an expanding partner base, and cloud computing services. Dell’s cheaper valuation makes it an attractive investment option.

Dell Technologies is a better buy than Cisco due to its strong demand for AI servers, expanding partner base, and cheaper valuation. Dell’s Zacks Rank of #1 (Strong Buy) outperforms Cisco’s Zacks Rank of #3 (Hold). As the demand for data centers grows, companies providing hardware for these facilities, like Dell, stand to benefit from the market’s digital gold rush.

Read more at Nasdaq: CSCO vs. DELL: Which AI Enterprise Infrastructure Stock is a Buy?