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Barchart
Jabran Kundi

Wall Street Likes Server Stocks After Nvidia’s Q3. Is DELL or HPE Stock a Better Buy Here?

Dell HPE HP Nvidia Jensen Huang Anthropic Juniper OpenAI

Nvidia (NVDA) posted another stellar quarterly report, boosting the bull case for scores of other names that stand to benefit from increasing data center spending. The chipmaker’s data center revenue went up 66% year over year, prompting investors to flock to server OEMs, including Dell (DELL) and HP (HP). 

Nvidia’s earnings call attempted to put AI bubble fears to rest as CEO Jensen Huang explained the company’s increasing role in AI data center infrastructure. The chipmaker is helping OpenAI set up at least 10 gigawatts of data centers, while a recent announcement with Anthropic signaled further bullish sentiment. For the first time, Anthropic will use Nvidia for its infrastructure. Nvidia continues to invest in companies like OpenAI, Mistral, and Anthropic to help spur their growth.

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