DELL vs. CSCO: Which AI Infrastructure Stock Is the Better Buy Now?

Key Takeaways DELL is seeing surging AI server demand, with $30B in FY26 year-to-date orders and a record backlog. DELL expects $25B in AI server shipments in FY26, marking roughly 150% year-over-year growth. Cisco Systems targets $3B in FY26 AI infrastructure revenue from hyperscalers, backed by a $2B pipeline. Dell Technologies (DELL) and Cisco Systems (CSCO) are major players in the AI infrastructure market. While Dell Technologies focuses on AI-optimized servers, storage, and data center solutions, Cisc ...