Oracle ORCL and Dell Technologies DELL have emerged as key enablers of the AI infrastructure buildout, but through very different business models. Oracle is building and operating massive AI data centers through Oracle Cloud Infrastructure ("OCI"), a capital-heavy strategy that promises long-duration contracted revenues. Dell supplies the servers, storage and networking that hyperscalers, neoclouds, sovereigns and enterprises need to build their own AI factories, a capital-light model that converts demand into earnings and cash faster. So, which AI infrastructure stock offers better upside potential right now? Let's find out.
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