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The Motley Fool

Prediction: This Company Will Be the Biggest Beneficiary of Super Micro Computer's Problems

The Motley Fool
Summary
Nutrition label

79% Informative

Data center infrastructure needs are exploding, and Dell looks like the company in the best position to benefit over the next several years .

Hyperscale centers have spiked recently and are forecast to grow by 120 to 130 annually .

Dell's Infrastructure Solutions Group earned $11.6 billion in its most recent quarter , so potentially picking up billions of dollars in revenue from a competitor would be an enormous boon.

The Motley Fool recommends the following options: long January 2026 $ 395 calls on Microsoft .

Suzanne Frey is an executive at Alphabet .

Bradley Guichard has positions in Amazon and Dell Technologies .

He also recommends Meta Platforms , Amazon , Meta Platform , and Microsoft .

VR Score

78

Informative language

77

Neutral language

13

Article tone

formal

Language

English

Language complexity

40

Offensive language

not offensive

Hate speech

not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

medium-lived

External references

12

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