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tz-plus logo Infrastructure giants in focus: How Dell, Alphabet, and Broadcom will ride the next wave of growth!

L. Kulikov
Reading Time: 3 minutes

The second phase of the AI boom brings tangible winners to the forefront: hardware, server, and networking giants supplying essential infrastructure for the data revolution. Companies invest over 100 billion USD annually in AI servers, and the market volume could reach triple digits in billions by 2030 – structural growth that defies cyclical weaknesses. Dell Technologies – From PC manufacturer to AI server powerhouse: Dell is rapidly transitioning from traditional hardware to AI infrastructure. The Infrastructure Solutions division is growing...

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