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

_AI-generated trading idea · LONG · AVGO, DELL, MU_

> Canonical page: https://commonquant.ai/research/for-you/samsung-ships-next-gen-ai-chips-and-dell-s-ai-revenue-explod--b5fe1e1d-dee2-4516-b846-ad7724f9fd07

Samsung just started shipping its next-generation AI memory chips to customers worldwide, sending its stock up 6%. At the same time, Dell reported a jaw-dropping 757% jump in AI server revenue and saw its stock surge 19%.

## Idea

The AI infrastructure buildout is hitting a new gear. Samsung shipping its HBM4E chips means the next wave of AI hardware is landing in data centers soon, which drives demand for companies like Micron that make similar high-bandwidth memory. Meanwhile, Dell's blowout quarter — with AI server revenue up 757% — proves the spending is real and accelerating. When the picks-and-shovels companies this close to the AI boom are growing this fast, the upstream chip suppliers tend to rally alongside them. This is a structural demand story, not a one-quarter blip.

## Key details

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

## 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
- [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 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

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