Nvidia's growth explosive as Dell's AI server revenue surges 757%

Key Takeaways

Dell vs NVIDIA: Which AI Stock to Buy

Dell Technologies and NVIDIA are two tech giants in the AI market. Dell provides end-to-end IT solutions, while NVIDIA designs high-performance chips. Both companies have strong financials, but different risk profiles. Dell's stock is cheaper, but NVIDIA's growth is explosive. Investors must balance value and momentum when choosing between them.

Why Dell Stock Is Falling

Dell Technologies' stock has fallen 22% from its record highs due to investor skepticism about AI infrastructure valuations and potential margin compression. Despite strong fundamentals, including a 757% year-over-year surge in AI server revenue, the stock faces heightened sensitivity to future earnings guidance.

3 AI Stocks That Can Outperform Nvidia

Monolithic Power Systems, Astera Labs, and Cadence Design Systems are three AI stocks that can outperform Nvidia. These companies have strong growth potential, with Monolithic Power Systems' power management systems, Astera Labs' rack-scale AI infrastructure, and Cadence Design Systems' AI chip design technology.

Mark Zuckerberg's $145B AI Investment

Meta's AI investment reaches $145 billion, with $55 billion from advertising, $4 billion from Reality Labs, and $19 billion for infrastructure. The company is building AI infrastructure, including data centers and custom AI chips.

2 High-Growth AI Stocks

Nebius and IonQ are two high-growth AI stocks with massive upside potential. Nebius provides AI-powered solutions for various industries, while IonQ develops and deploys quantum algorithms using AI.

Lorde Calls Out Spotify's AI Feature

Lorde criticizes Spotify's 'About the Song' feature, which uses AI to generate information about songs. She argues that it limits free interpretation and requests that artists be able to opt out.

ET Most Innovative AI Product Awards

The ET Most Innovative AI Product Awards 2026 recognizes AI products across 16 categories. The awards aim to encourage AI startups to identify the best category for their products.

Indian American Entrepreneur Launches Wildcard

Wildcard is an AI-powered platform that helps ecommerce brands improve visibility across AI shopping assistants like ChatGPT and Gemini. The platform provides a command center for agentic commerce.

AI Stocks to Watch

MarketBeat's stock screener tool identifies Hut 8, SoundHound AI, Tempus AI, SentinelOne, and Fluence Energy as top AI stocks to watch. These companies develop, use, or support AI technologies.

Memory Now the Biggest Bottleneck in AI

Jensen Huang, Nvidia's CEO, says memory is now the biggest bottleneck in AI. Micron and Sandisk have outperformed Nvidia's stock since Huang's statement.

Sources

• Dell Technologies vs. NVIDIA: Which Artificial Intelligence Stock Is a Better Buy in 2026?
• Why Is Dell Technologies (NYSE: DELL) Stock Falling? AI Server Growth Fails to Stop $70 Billion Selloff
• 3 AI Stocks That Can Outperform Nvidia Next Year
• Mark Zuckerberg's $145B AI Wager: Where Meta's Money Goes
• Got $1,000? 2 High-Growth Artificial Intelligence (AI) Moonshots With Massive Upside Potential.
• Lorde Calls Out Spotify Over AI "About The Song" Feature: "We Don't Want This"
• ET Most Innovative AI Product Awards 2026: Which AI product category does your enterprise AI product reall
• Indian American entrepreneur launches Wildcard for AI-powered ecommerce discovery
• Artificial Intelligence Stocks To Follow Now
• Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia's Stock Ever Since.