33 Most Important AI Companies You Should Pay Attention To

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7. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 82 

YTD Return as of August 1: 88% 

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services. In the first quarter of the 2025 fiscal year, the company revealed that orders for the AI-optimized servers it markets had increased to $2.6 billion, with shipments up more than 100% sequentially to $1.7 billion. The firm has shipped more than $3 billion of these AI servers over the last three quarters as the demand for AI products skyrockets. The AI server backlog is $3.8 billion, growing sequentially by almost $900 million.

Michael Dell , the CEO of Dell Technologies Inc. (NYSE:DELL), highlighted the future plans of the company as AI adoption increased. He noted that his firm was partnering with NVIDIA to deliver the next generation of technology to customers. The remarks hinted at Dell using the new Blackwell chips made by NVIDIA in their new devices. Prominent companies like Tesla will be using Dell devices to power their AI startups.

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