# Dell's AI server revenue just exploded 757% — ride the momentum on Dell and chip stocks

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

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-revenue-just-exploded-757-ride-the-momentum--b741c298-aa00-4def-b652-32a662df4e19

Dell just reported its fastest sales growth since 2018, fueled by a jaw-dropping 757% jump in AI-server revenue, sending the stock up 19%. Samsung is also surging after shipping its next-gen AI memory chips to customers.

## Idea

Dell was once considered a slow-growing legacy hardware company, but it's now one of the clearest ways to bet on the AI build-out — its AI-server revenue exploded 757% in a single quarter. When a company beats profit expectations by the widest margin in five years, institutional investors often keep buying for weeks afterward. Samsung's new AI memory chips add fuel to the fire, confirming that demand for AI hardware is still accelerating. Nvidia and the semiconductor ETF (SMH) give you broader exposure if you'd rather not pick a single stock.

## Key details

- Symbols: DELL, NVDA, SMH
- Timeframes: D1
- Tags: \#ai\_infrastructure, \#earnings\_momentum, \#semiconductors

## 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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