Jim Cramer’s Game Plan: 13 Stocks in Focus

3. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 60

Cramer is a believer in Dell Technologies Inc.’s (NYSE:DELL) Michael Dell and highlighted the company’s partnership with Nvidia.

“After the close, we have some big tech names reporting, including some that we own for the Charitable Trust. CrowdStrike, Dell Technologies, Workday. I think we might see these go 3, 4, 3… Dell is the best partner of Nvidia when it comes to [the] implementation of Blackwell, which is the new generation of AI chips. I buy some now and then I buy some after it pulls back and hey, if the stock doesn’t come in after, well then you still got a good position on. I am a huge believer in Michael Dell and I think we’re lucky to be able to invest alongside him.”

Dell Technologies (NYSE:DELL) is well-known for its advanced offerings in areas such as AI servers, unstructured data storage, AI PCs, and networking. It has also developed the Dell AI Factory in collaboration with NVIDIA. This comprehensive solution combines a variety of elements, including servers, storage, networking, workstations, services, and validated solutions, to help businesses unlock the full potential of artificial intelligence.

Recently, Adam Glick, senior director of AI portfolio marketing at Dell, and Jason Schroedl, director of product marketing for enterprise platforms at Nvidia, spoke with theCUBE Research about how AI infrastructure is transforming enterprise productivity and the role of Dell AI Factory solutions in this transformation.

Glick highlighted the importance of integrating hardware, networking, and software, while Schroedl emphasized that early adoption of generative AI gives companies a competitive advantage. Both agreed that AI is rapidly evolving, and companies must act quickly to stay ahead.