# Dell's AI servers just went vertical — ride the wave into partner Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-just-went-vertical-ride-the-wave-into-part--6960bd39-4e94-4f46-95bd-60f2f31b5313

Dell just reported its fastest revenue growth since going public again in 2018, powered by AI server sales that exploded 757% higher than a year ago. Its AI Factory partner Palantir jumped 10% on the news as investors realized the spending boom is real.

## Idea

Dell's results prove that companies are spending aggressively on AI infrastructure — server revenue didn't just grow, it multiplied by eight. When a hardware supplier beats this dramatically, the software partners riding the same wave tend to keep climbing as investors reprice what their own sales could look like. Palantir runs the AI Factory software layer alongside Dell, making it a direct beneficiary of every new data center deal. Software stocks overall are wrapping up their best month since 2001, which means investor appetite for this theme is already strong and feeding on itself.

## Key details

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

## Community

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## News sources

- [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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