**Dell Technologies and Apple are both advancing their AI capabilities, focusing on different approaches. Dell is targeting enterprise AI infrastructure, with fiscal 2026 reporting over $64 billion in AI-optimized server orders and $25 billion in shipped AI infrastructure. The company achieved a record backlog of $43 billion and anticipates AI server revenues to reach $50 billion in fiscal 2027, indicating 100% year-over-year growth.**
**In contrast, Apple is enhancing its consumer devices, particularly the iPhone and MacBook lines, in anticipation of strong sales growth in fiscal 2026, driven by new features and AI tools. The consensus estimate for Apple’s fiscal 2026 earnings has risen by 0.7% to $8.50 per share, suggesting a 13.9% increase from fiscal 2025. While both companies show potential, Dell shares have returned 68.7% year-to-date, outperforming Apple’s 2.1% decline, making it a more attractive option for investors focused on enterprise AI growth.**
**Currently, Dell Technologies is rated as a Strong Buy, while Apple holds a Hold position.**
