Dell Technologies vs. Apple: Which AI Stock is a Better Buy?

Dell Technologies DELL and Apple AAPL approaches AI at different levels, with DELL focusing on enterprise AI infrastructure and hardware stack, while the latter focuses heavily on on-device AI. Both Dell and Apple are pushing AI PCs by integrating AI features directly into the device. They focus on developing better battery life, optimized chips, and thermal efficiency needed to efficiently compute AI workloads. Both also benefit from a strong partner base.

So, Dell Technologies or Apple, which is the better buy in the current scenario?

DELL is benefiting from strong demand for AI infrastructure, which is driving its revenue growth. The company benefits from the increasing demand for AI infrastructure. In fiscal 2026, the company recorded orders for AI-optimized servers worth more than $64 billion and shipped AI infrastructure worth over $25 billion, ending the year with a record order backlog of $43 billion. DELL’s AI infrastructure…