10 Fastest-Growing AI Infrastructure Stocks to Buy

8. Dell Technologies Inc. (NYSE:DELL)

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 PowerRack systems with PowerEdge XE9812 servers based on NVIDIA Vera Rubin NVL72 to CoreWeave.

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.