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Introduction
Dell Technologies Inc. (NYSE:DELL), the enterprise hardware giant, and VMware, Inc. (NYSE:VMW), the virtualization specialist, are certainly two interesting companies to consider in the context of capitalizing on the coming artificial intelligence (AI) boom. Compared to stocks like Nvidia Corp. (NVDA), trading at a TTM P/E of nearly 90, shares of DELL and VMW appear to be much more compelling opportunities. Granted, neither stock has a moat comparable to Nvidia, but at…
