Dell: The Infrastructure Powerhouse That Will Profit From The AI Boom

Core Viewpoint - Dell is positioned to benefit from the AI boom by providing essential infrastructure rather than developing AI models itself [1] Company Analysis - Dell is seen as a bullish case due to its strategic positioning in the AI market [1] - The company has a strong understanding of the macroeconomic factors that influence asset performance, which enhances its investment potential [1] Industry Context - The AI boom presents significant opportunities for companies like Dell that focus on providing necessary technology and infrastructure [1]