# AI server builders are the picks and shovels play — Dell and Super Micro ride Micron's coattails

_AI-generated trading idea · LONG · DELL, SMCI_

> Canonical page: https://commonquant.ai/research/for-you/ai-server-builders-are-the-picks-and-shovels-play-dell-and-s--00f30077-1a4e-4c12-9990-d98de95e0e3c

Nvidia's new server architecture is forcing data centers to upgrade their hardware. Combined with Micron's explosion higher, the forgotten server builders are getting a massive double-catalyst to push higher.

## Idea

Nvidia recently launched its new Vera Rubin systems, acting as a major catalyst for server manufacturers like Super Micro and Dell. Today, Micron completely smashed earnings, proving that the money being allocated for AI data centers is actually being spent right now. While the market was recently gripped by a chip selloff, these two back-to-back catalysts are lighting a fire under the hardware companies that physically build these servers.

## Key details

- Symbols: DELL, SMCI
- Timeframes: D1
- Tags: \#momentum, \#AI, \#hardware

## Community

- Upvotes: 7
- Views: 2
- Copies: 0
- Cosigns: 0

## News sources

- [Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade](https://finance.yahoo.com/technology/ai/articles/super-micro-jumps-11-dell-142814142.html) — Yahoo Finance
- [Nasdaq Tumbles 2.4%. A Chip Selloff Grips Wall Street.](https://www.barrons.com/livecoverage/stock-market-news-today-062326/card/nasdaq-tumbles-2-4-a-chip-selloff-grips-wall-street--E9dfNgPLfK8q0JKHBtwN?siteid=yhoof2&yptr=yahoo) — Barron's
- [Stock Market Today: Dow Rises Ahead Of Key Inflation Data; Micron Rockets On Earnings News (Live Coverage)](https://finance.yahoo.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-inflation-data-micron-stock-mu/?src=A00220&yptr=yahoo) — Investor's Business Daily

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