AI infrastructure stocks are rising as AI-driven data centers demand high-density rack space and direct-to-chip liquid cooling, boosting shares of AI-server manufacturers. Dell Technologies, Super Micro Computer and Hewlett Packard Enterprise each currently sports a Zacks Rank #1 (Strong Buy). Dell reported second-quarter fiscal 2027 results with revenues up 53% and EPS up 203% year over year; Infrastructure Solutions Group revenue rose 89% to $31.8 billion, AI-optimized server revenue rose 100% to $16.4 billion and traditional server and networking sales rose 122% to $10.5 billion. Dell booked a record $60.9 billion of AI orders and recognized $16.4 billion of AI server revenues; orders totaled $131.7 billion over the past 12 months and backlog rose to $95 billion from $51.3 billion at the end of first-quarter fiscal 2027. Dell expects roughly $19 billion of AI server revenues in third-quarter fiscal 2027. On May 27, the Pentagon announced a five-year contract with Dell worth $9.7 billion for Microsoft 365 productivity services, and management hopes fiscal 2027 AI server sales will reach $60 billion. Dell’s ecosystem includes NVIDIA, Advanced Micro Devices, OpenAI, Meta Platforms, Palantir Technologies, Mistral AI, Alphabet, Reflection, Hugging Face and Glean. Dell has expected revenue and earnings growth rates of 72.6% and