# Dell's AI servers just grew 757% — ride the data center wave into competitor stocks

_AI-generated trading idea · LONG · ANET, DELL, HPE, SMCI_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-just-grew-757-ride-the-data-center-wave-in--39c2f686-66b3-48a9-b2b5-3666b0bae95b

Dell just reported that its AI server business grew 757% compared to last year — the fastest revenue growth the company has seen since going public in 2018. The stock is having its best day ever, jumping over 30%.

## Idea

Dell's 757% explosion in AI server revenue proves the data-center spending boom is accelerating, not slowing down. When a major hardware company posts numbers like this, investor attention typically spills over to competitors and suppliers in the same food chain — companies like Super Micro, Arista Networks, and HP Enterprise that sell into the same data centers. The broader market is also in a risk-on mood with the S&P near all-time highs, which tends to amplify momentum in high-growth names.

## Key details

- Symbols: ANET, DELL, HPE, SMCI
- Timeframes: D1
- Tags: \#ai\_infrastructure, \#earnings\_momentum, \#data\_center

## 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
- [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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