APLD vs. DELL: Which AI Infrastructure Stock Has More Upside? [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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Source: Yahoo! Finance
While Applied Digital specializes in purpose-built data centres and high-performance computing facilities optimized for AI workloads, Dell Technologies focuses on AI-optimized servers, enterprise hardware and integrated data centre solutions. Per MarketsandMarkets, the global AI infrastructure market is projected to grow from $182.07 billion in 2025 to $394.05 billion by 2030, registering a CAGR of 19.4% during this period. Both Applied Digital and Dell Technologies are expected to benefit from this rapid growth pace. So, APLD or DELL, which of these AI infrastructure stocks has the greater upside potential? Let's find out. Applied Digital operates as a pure-play AI infrastructure developer focused exclusively on hyperscale data center campuses, differentiating from Dell Technologies' hardware-centric approach through long-term recurring lease revenues. The company has secured approximately $11 billion in contracted lease revenue with CoreWeave covering 400 megawatts at Polaris Fo
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DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- 12/9/25 - Form 10-Q
- DELL's page on the SEC website