# Dell's AI server sales explode 757% — ride the Palantir partnership wave higher

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-sales-explode-757-ride-the-palantir-partner--2d63ea96-9982-442b-b64e-ca67eda556b6

Dell just reported that its AI server business grew an eye-popping 757% compared to last year, sending the stock up over 30% in a single day. Palantir, which partners with Dell on AI data centers, jumped 10% as investors realized the partnership is generating real revenue.

## Idea

Dell's blowout quarter proved that companies are spending massive amounts on AI hardware — AI server revenue surged 757% year-over-year. Palantir is Dell's direct partner on 'AI Factory' data centers, meaning Palantir's software runs on the very servers Dell can't build fast enough. When one partner confirms explosive demand, the other typically rides the same wave. Palantir's 10% pop today suggests the market is connecting those dots, but momentum often carries further when the fundamental story is this strong.

## Key details

- Symbols: DELL, PLTR
- Timeframes: 1D
- Tags: \#earnings, \#ai\_infrastructure, \#momentum

## Community

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## News sources

- [Dell Stock Jumps 30% On Heady AI Data Center Sales](https://www.investors.com/news/technology/dell-stock-goes-vertical-on-heady-ai-data-center-sales/?src=A00220&yptr=yahoo) — Investor's Business Daily
- [Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally](https://finance.yahoo.com/markets/stocks/articles/palantir-soars-10-dell-earnings-150720310.html) — Yahoo Finance
- [Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars](https://www.cnbc.com/2026/05/29/dell-stock-earnings-ai-servers.html) — CNBC

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