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Markets Score 15 Bullish

Dell, Nebius Group, and Vertiv Emerge as Key Players in AI Infrastructure Growth

Apr 02, 2026 13:52 UTC
DELL, NVDA, MSFT
Long term

The AI infrastructure market is experiencing significant demand, with Dell, Nebius Group, and Vertiv positioned to benefit from rising investments in data centers. Analysts highlight these stocks as potential opportunities amid a projected industry boom.

  • Dell's infrastructure solutions group generated $113 billion in revenue in 2025, up 19% year-over-year.
  • Dell's AI server backlog reached $43 billion, with a forward P/E of 13.5.
  • Nebius Group's AI cloud revenue surged 830% year-over-year in the latest quarter.
  • Analysts expect Nebius Group's EBITDA to rise from $1.3 billion in 2026 to over $10 billion by 2028.
  • Global AI infrastructure spending is projected to reach $902 billion by 2029.
  • Vertiv provides critical power and cooling solutions for AI data centers.

The AI infrastructure sector is witnessing robust growth as companies invest heavily in data centers to meet rising demand for computing power. Dell Technologies (NYSE: DELL) has emerged as a leader in AI server supply, with its infrastructure solutions group driving record revenue of $113 billion in 2025, a 19% increase from the prior year. Despite a strong backlog of $43 billion in AI orders, the stock trades at a forward price-to-earnings multiple of 13.5, suggesting potential undervaluation. Analysts project 17% annualized earnings growth for the company over the next few years. Nebius Group (NASDAQ: NBIS) is another key player in the AI infrastructure space, focusing on GPU-powered cloud platforms. The company reported an 830% year-over-year increase in AI cloud revenue for the latest quarter, with demand outpacing capacity expansion. Analysts anticipate EBITDA to grow from $1.3 billion in 2026 to over $10 billion by 2028, though risks remain if data center spending slows. Vertiv (NYSE: VRT) is also gaining traction as a provider of power management and cooling solutions for data centers. As AI infrastructure spending continues to rise, Vertiv's role in ensuring efficient data center operations positions it for long-term growth. The sector's expansion is expected to accelerate, with global AI infrastructure spending projected to nearly triple to $902 billion by 2029, according to Statista.

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