
Dell ($DELL) is gaining momentum in enterprise infrastructure and securing big AI server orders, leading to a surge in stock price. Analysts and investors view Dell as a stealth AI play with significant growth potential, especially in partnership with NVIDIA. Dell's stock price has seen a remarkable increase from around $35 in 2023 to approximately $150. Evercore ISI suggests Tesla as a new significant AI customer for Dell.

Dell's Surge: Profiting from AI Server Demand #AI #AIservers #artificialintelligence #Dell #Electronics #llm #machinelearning #MorganStanley #Nvidia https://t.co/VMStND9MWE https://t.co/cluehWPVxA
$DELL (+1.5% pre) Dell surged 11% on optimism it has secured big AI server orders - CNBC https://t.co/jIzJoMKHZ8
"Evercore ISI says Tesla is Dell's new big AI customer, raises stock target" $DELL https://t.co/VILQqAFm6Y