Core Insights - The article emphasizes the significant investment opportunities in AI infrastructure, predicting that spending will reach trillions in the next five years as businesses adopt AI technologies to enhance competitiveness [1]. Company Summaries Broadcom - Broadcom is experiencing explosive growth in its data center business, with a 48% year-to-date stock increase and a 22% year-over-year revenue growth in the most recent quarter [4][5]. - The company has delivered a cumulative return of 2,500% to shareholders over the last decade, with a compound annual growth rate of 28% in revenue and earnings per share [5]. - AI revenue for Broadcom surged by 63% year-over-year last quarter, driven by high-margin products and a growing demand for data center infrastructure [6]. - Analysts project an annualized growth rate of 32% for Broadcom's adjusted earnings per share through fiscal 2029, with a potential share price of $792 by then, indicating a possibility for investors to double their investment [8][9]. Dell Technologies - Dell Technologies, the leading supplier of servers, is positioned to potentially double its stock value within the next five years due to soaring demand for AI-optimized servers [11]. - IDC estimates a 73% growth in server spending for 2024, with a compound annual growth rate of 16% expected through 2029, suggesting that Dell could double its server business by maintaining its market share [12]. - The AI server market is projected to grow by 55% in 2025, with Dell reporting a 19% year-over-year revenue increase primarily driven by this demand [13]. - Dell's infrastructure solutions account for 56% of its revenue, and the company has shipped more AI solutions in the first half of the year than in the entirety of the previous year [13][14]. - Analysts expect Dell's adjusted earnings per share to grow at an annualized rate of 13%, reaching $14.94 by fiscal 2030, with the stock currently trading at a forward price-to-earnings multiple of 14, suggesting a potential upside of 125% to $300 per share in five years [15][16][17].