# Dell's AI servers grew 757% and Samsung ships next-gen chips — ride the AI hardware wave

_AI-generated trading idea · LONG · DELL, MU, NVDA_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-grew-757-and-samsung-ships-next-gen-chips--a774ddc1-aa46-424e-8e9e-487a1b7c758a

Dell just posted its fastest sales growth in years thanks to a 757% surge in AI-server revenue, sending the stock up 19%. Separately, Samsung began shipping its next-generation AI memory chips to customers worldwide, confirming that the AI hardware buildout is accelerating.

## Idea

Dell's AI-server revenue didn't just grow — it exploded by 757% in a single quarter, showing that companies are spending aggressively on AI computing infrastructure. Samsung shipping its newest AI memory chips (HBM4E) at the same time confirms this isn't a one-company story; the entire AI hardware supply chain is firing on all cylinders. When you see this kind of synchronized demand across servers, chips, and memory, it typically means a multi-quarter buildout cycle is underway. That's good news for Dell (which assembles the servers), Nvidia (which makes the processors inside them), and Micron (which supplies the memory). The momentum behind these stocks is strong enough to ride, but use a trailing stop to protect gains if sentiment shifts.

## Key details

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

## 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
- [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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