# Dell's AI server revenue explodes 757% — ride the infrastructure wave into Palantir and chip stocks

_AI-generated trading idea · LONG · DELL, PLTR, SMH_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-revenue-explodes-757-ride-the-infrastructur--613364c4-eee5-4b95-b063-dbfa65ee8e31

Dell just reported its fastest revenue growth since 2018, driven by a staggering 757% jump in AI server sales. The news is lifting the entire AI supply chain — Palantir jumped 10% and the broader market is edging higher on expectations that AI spending will keep powering corporate profits.

## Idea

Dell's blowout quarter proved that AI data-center spending is still accelerating — not flattening — which validates the entire AI hardware and software supply chain. Palantir, which partners with Dell on AI factory deployments, surged 10% on the news, showing that traders are immediately re-pricing AI-linked names higher. The S&P 500 is now on track for a ninth straight weekly gain, largely powered by the AI trade, and analysts at HSBC note that blowout tech earnings are dimming earlier fears of a market pullback. As long as AI capital expenditure keeps surprising to the upside, companies directly tied to that spending wave should continue outperforming.

## Key details

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

## 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
- [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
- [Stocks Rally Continues on Peace Deal Hopes, AI Spending Optimism](https://www.bloomberg.com/news/articles/2026-05-29/stocks-rally-continues-on-peace-deal-hopes-ai-spending-optimism) — Bloomberg

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