Missed Dell's Big Move? These AI Stocks Could Be Next.
Dell Technologies' 75% stock surge in three months is seen as a bullish signal for other AI supply chain stocks, such as Super Micro Computer and Iren, which have shown strong growth and potential for breakouts. Super Micro Computer's revenue has tripled over the past three years, while Iren has secured a new 1.6-gigawatt data center site and $3.6 billion in GPU financing.
Dell Technologies' stock has surged 75% in three months, driven by server demand momentum. This is seen as a positive sign for other AI supply chain stocks. Super Micro Computer, a competitor to Dell, has seen its revenue triple over the past three years to over $28 billion. Its Data Center Building Block Solution is expected to at least double its contribution to the company's profit over the next two quarters. Iren, a company transitioning from Bitcoin mining to AI cloud and data center provision, has secured a new 1.6-gigawatt data center site in Oklahoma and $3.6 billion in GPU financing at an interest rate under 6%. Iren is targeting $3.4 billion in annual revenue by the end of 2026 and has multiple advanced negotiations underway for larger-scale deployments.
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