Not Nvidia. Not Micron. This Is My Top AI Infrastructure Stock to Buy Right Now (Hint: It Can Double Within 3 Years)

Dell Technologies has emerged as a top AI infrastructure stock, surging 316% in 2026 by capitalizing on booming demand for AI servers. The company reported record quarterly revenue of $47 billion and received $60.9 billion in AI server orders with a $95 billion backlog. Dell expects AI server revenue to triple to $74 billion in fiscal 2027, positioning it to control 28% of the AI server market. Trading at 28x forward earnings, analysts project the stock could double to $1,037 by fiscal 2029.