Jim Cramer identifies Dell Technologies, Vertiv, and networking suppliers as key AI infrastructure plays for 2026

Jim Cramer highlighted Dell Technologies as an AI infrastructure play, calling it 'the AI factory' for making servers, and named Vertiv for cooling, Corning for fiber, and Arista, Ciena, Cisco for networking equipment as complementary AI winners.

A club member reported switching from Super Micro Computer (SMCI) to Dell on Cramer's suggestion; Cramer stated that Super Micro 'always left me cold because they have an SEC investigation,' contrasting it with Dell and CEO Michael Dell.

Dell Technologies provides servers, storage systems, networking gear, and consulting services alongside laptops, desktops, and workstations.