Why Dell Technologies (DELL) Is Turning Rack-Scale AI Systems Into a Major Growth Driver
Key takeaways
- Why Dell Technologies (DELL) Is Turning Rack-Scale AI Systems Into a Major Growth Driver Habib Ur Rehman Fri, June 19, 2026 at 9:34 PM GMT+7 1 min read DELL NVDA Dell Technologies Inc.
- (NYSE:DELL) provides servers, storage, networking, PCs, software, cloud, edge, security, and services for enterprise, public-sector, consumer, and data-center customers.
- While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.
Why Dell Technologies (DELL) Is Turning Rack-Scale AI Systems Into a Major Growth Driver Habib Ur Rehman Fri, June 19, 2026 at 9:34 PM GMT+7 1 min read DELL NVDA Dell Technologies Inc. (NYSE:DELL) is one of the fastest-growing AI infrastructure stocks to buy. On June 1, 2026, Dell said it had become the first company to ship systems built on NVIDIA’s Vera Rubin platform, delivering Dell Power Rack systems with Power Edge XE9812 servers based on NVIDIA Vera Rubin NVL72 to Core Weave.
The shipment strengthens Dell’s AI infrastructure position as the market shifts from individual GPU boxes toward integrated rack-scale systems that combine compute, networking, storage, power, and cooling for production AI workloads. Dell said PowerRack is designed, tested, and delivered as a single unit, with systems able to move from delivery to production in under 6.5 hours and deliver up to 10 times lower cost per token than Grace Blackwell NVL72 for large-scale agentic AI inferencing. That same rack-scale AI demand was visible in Dell’s fiscal Q1 2027 results, reported on May 28, when revenue rose 88% year-over-year to a record $43.8 billion, and AI-optimized server revenue jumped 757% to $16.1 billion.
Dell Technologies Inc. (NYSE:DELL) provides servers, storage, networking, PCs, software, cloud, edge, security, and services for enterprise, public-sector, consumer, and data-center customers.