# Dell's AI server sales exploded 757% — ride the momentum on Dell and partner Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-sales-exploded-757-ride-the-momentum-on-del--2e64154d-9747-4bd6-aae7-7d30ca610a3b

Dell just reported its fastest revenue growth since 2018 thanks to AI server sales that were 757% higher than a year ago. The stock had its best day ever, and multiple analysts raised their price targets. Palantir, Dell's partner on AI data centers, also jumped 10% on the news.

## Idea

Dell's blowout quarter proves the AI spending cycle is accelerating faster than anyone on Wall Street expected — AI server revenue alone was up 757% year-over-year. When a company this size grows that fast, its partners benefit too. Palantir co-builds the 'AI Factory' with Dell, and its stock jumped 10% the same day as investors connected the dots. Multiple analysts immediately raised their Dell price targets after the report. With AI spending optimism also lifting the broader market, this isn't just a one-day story — it signals a multi-quarter upgrade cycle for anyone supplying AI hardware or software.

## Key details

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

## Community

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## News sources

- [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
- [Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next](https://www.cnbc.com/2026/05/29/dell-shocked-street-on-booming-q1-server-sales-analysts-weigh-in.html) — CNBC
- [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

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