# Dell's AI revenue up 757% and Samsung ships next-gen chips — ride the AI hardware boom via semiconductor stocks

_AI-generated trading idea · LONG · DELL, MU, NVDA, SMH_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-revenue-up-757-and-samsung-ships-next-gen-chips-ri--723c7961-d071-4bf2-bd6f-63ba383540cf

Dell just reported that its AI-server revenue exploded 757% higher last quarter, sending the stock up 19%. Meanwhile Samsung began shipping its next-generation AI memory chips to customers, pushing its stock up 6%. The AI hardware spending spree is clearly accelerating.

## Idea

Dell's 757% jump in AI-server revenue proves companies are spending aggressively on AI hardware, not just talking about it. Samsung shipping its next-gen HBM4E memory chips adds fuel — those chips go inside the very servers Dell and others are building. This one-two punch signals that the semiconductor supply chain is booked solid. For regular investors, a semiconductor ETF like SMH is the simplest way to ride this wave without having to pick a single winner, since it holds NVIDIA, Micron, Broadcom, and the rest of the key players.

## Key details

- Symbols: DELL, MU, NVDA, SMH
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#semiconductors, \#earnings\_momentum

## Community

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## News sources

- [Dell stock soars toward another record high as the AI boom drives a big earnings beat](https://www.marketwatch.com/story/dell-stock-soars-toward-another-record-high-as-the-ai-boom-drives-a-big-earnings-beat-b7c0c203?mod=mw_rss_topstories) — MarketWatch
- [Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018](https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html) — CNBC
- [Samsung's shares surge as much as 6% company ships next-generation AI memory chip samples](https://www.cnbc.com/2026/05/29/samsung-hbm4e-chip-samples-ai-memory.html) — CNBC

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