# Dell's AI server revenue just grew 757% — ride the AI hardware wave on Dell and chipmakers

_AI-generated trading idea · LONG · DELL, NVDA, SSNLF_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-revenue-just-grew-757-ride-the-ai-hardware--7257198b-2caf-4355-85d0-c5cd740a541b

Dell just reported a blowout quarter thanks to booming demand for AI servers — revenue from that business exploded 757%. Meanwhile Samsung is shipping its next-generation AI memory chips to customers worldwide.

## Idea

Dell's AI-server revenue grew 757% in a single quarter — that's not a typo — and the stock surged 19% in one day as Wall Street realized the company has transformed from a slow-growing PC maker into a critical AI infrastructure player. Samsung is now shipping its newest AI memory chips to data center customers, which reinforces the massive build-out happening across the entire AI supply chain. Top investors like Crossmark's Bob Doll say strong corporate earnings are overpowering even the geopolitical noise from the Iran conflict, meaning money is likely to keep flowing into AI-related names. Nvidia, as the company making the chips inside Dell's servers, stands to benefit from the same spending wave even though it didn't report earnings today.

## Key details

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

## Community

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## News sources

- [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
- [Earnings are Trumping Everything, Says Bob Doll](https://www.bloomberg.com/news/videos/2026-05-28/earnings-are-trumping-everything-says-bob-doll-video) — Bloomberg
- [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

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