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Musk teamed up with Dell and ultra-microcomputers, what investment opportunities are there?

On June 19, according to news, the CEO of Dell Technologies posted on X that it is cooperating with Nvidia on an AI factory to support Grok, Show More
On June 19, according to news, the CEO of Dell Technologies posted on X that it is cooperating with Nvidia on an AI factory to support Grok, the big model of Musk's XAI company. On the same day, Musk responded that ultra-microcomputers and Dell will work together to provide server racks for supercomputers built by xAI. As of press release, ultra-micro computers and Dell both rose more than 3.5% before the market. Musk teamed up with Dell and ultra-microcomputers to create xAI supercomputing. What are the investment opportunities? How would you lay it out?
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