Key Takeaways DELL shipped $1.8B in AI servers in Q1 and holds a$14.4B backlog, reflecting robust enterprise demand. CSCO secured $1B in AI infrastructure orders early and deepened ties with NVIDIA to expand its AI portfolio. DELL's lower valuation and expanding cloud, storage and cyber-resilience offerings boost its investor appeal.Cisco Systems (CSCO) and Dell Technologies (DELL) are key providers of AI-powered enterprise infrastructure solutions. Cisco offers network infrastructure to power AI trainin ...