Dell Technologies is targeting $15 billion in AI server sales for fiscal 2026, representing a 53% year-over-year increase. Despite this ambitious goal, investor sentiment remains cautious, as analysts suggest that the company's infrastructure business must continue its growth trajectory to surpass its client computing segment. Meanwhile, Super Micro Computer, a competitor in the AI server market, has faced challenges, including a near 30% weekly loss in stock value amid increasing competition. The company has recently regained compliance with Nasdaq requirements, but investors are still evaluating whether this is sufficient to make the stock a viable buy. In February, Super Micro was noted as the top stock in the S&P 500, but its recent struggles have raised questions about its future performance.