Cloud AI Platform War Drives Wall Street to Upgrade Dell, ASML as NVIDIA Named Top 2026 Pick
Microsoft Azure, Google Vertex AI, AWS Bedrock, and NVIDIA DGX Cloud are racing to dominate enterprise AI infrastructure as companies migrate workloads. Analyst upgrades to Dell and ASML signal confidence in the AI infrastructure layer, with NVIDIA receiving top pick status for 2026. Snowflake's BUILD London conference unveiled Cortex AI, Notebooks, Feature Store, and Agent Evaluations to capture AI development workflow spending.
ViaNews Editorial Team (Markets)•