Why Dell (DELL) Is Gaining From Enterprise Demand for AI Compute Infrastructure

Dell Technologies Inc. (NYSE:DELL) is one of the best stocks to buy for next-gen data centers. On April 22, Boost Run LLC announced a $1.44 billion purchase agreement with Dell Technologies to support enterprise demand for AI compute and storage infrastructure. The agreement is intended to provide Boost Run with certainty regarding its hardware and software as it scales capacity across its colocation footprint and fulfills long-term client commitments. Boost Run is a “leading provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads.”

The deal fits Dell’s role as a practical supplier of AI infrastructure rather than only a traditional server vendor. Boost Run said the expanded partnership also includes coordinated infrastructure deployment programs and a deeper financing relationship with Dell Financial Services, helping align capital deployment with customer contract timelines. Dell’s May 7 update with AMD adds to that angle: its PowerEdge XE7745 and R7725 servers will support AMD Instinct MI350P PCIe GPUs starting in July 2026, allowing enterprises to run generative and agentic AI inside existing data center infrastructure without a redesign.

Dell Technologies Inc. (NYSE:DELL) provides servers, storage, networking, PCs, software, and infrastructure solutions for enterprises, cloud providers, governments, and other customers.

While we acknowledge the risk and potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DELL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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