# Dell's AI server revenue explodes 757% — ride the momentum on Dell and Nvidia

_AI-generated trading idea · LONG · DELL, NVDA_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-revenue-explodes-757-ride-the-momentum-on-d--a18e2aff-da83-4329-9dd0-aef14b48712c

Dell just reported its fastest sales growth in years, driven by a massive 757% spike in artificial intelligence server revenue, causing the stock to jump 19%.

## Idea

When a major hardware company like Dell shows explosive growth in AI server sales, it proves that big tech companies are aggressively spending on artificial intelligence infrastructure. This benefits not just Dell, but also the companies making the actual chips inside those servers, like Nvidia. Because the stock just had a massive breakout to new highs, the upward momentum is very strong. Buying into this momentum on a slight dip or as it pushes higher is a smart way to ride the AI hardware wave.

## Key details

- Symbols: DELL, NVDA
- Timeframes: 1D
- Tags: \#earnings, \#ai\_infrastructure, \#momentum

## Community

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## News sources

- [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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