AI Infrastructure Giants DELL, MPWR, and HPE Named Top Investment Picks

Key Facts

1Zacks report highlighted DELL, MPWR, and HPE as top picks in the AI infrastructure sector.

2These companies combine AI momentum with strong long-term EPS growth prospects.

Amid the rapid expansion of advanced computing, Dell Technologies, Monolithic Power Systems, and Hewlett Packard Enterprise have emerged as the most promising opportunities in the AI infrastructure market. According to reports from Zacks, these companies were highlighted as top investment picks due to their ability to combine AI momentum with strong long-term earnings per share (EPS) growth prospects. This selection reflects confidence in firms providing the essential hardware and power management solutions required for modern data centers.

These positive outlooks arrive as industry peers report similar trajectories; for instance, Nvidia (NVDA) recorded record data center revenue growth exceeding 400% year-over-year in its latest quarter per official earnings data, bolstering expectations for DELL and HPE which utilize these chips in their server solutions. Compared to the previous quarter, analysts note a continued flow of capital expenditure toward power management and cooling solutions where MPWR excels, supporting a bullish sector-wide sentiment per market data.

In terms of market performance, DELL stood at $427.78, while HPE closed at $48.92 and MPWR at $1,423.76 (at close June 23, 2026). Investors should monitor the upcoming U.S. Initial Jobless Claims on June 18, as macroeconomic data may influence risk appetite in the tech sector, alongside any further updates regarding corporate capital expenditure within the cloud computing industry.