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

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

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-grew-757-and-samsung-just-shipped-next-gen--bd63d6a9-912f-432c-a65f-8180d3dbdfc9

Dell just reported that its AI-server revenue skyrocketed 757% last quarter, sending the stock up 19%. On the same day, Samsung announced it's shipping its newest AI memory chips to customers worldwide, pushing its stock up 6%.

## Idea

Dell's AI-server revenue exploding 757% is the clearest signal yet that companies are spending aggressively on AI hardware, and its profit beat was the widest in at least five years. Samsung separately confirmed it's now shipping its next-generation HBM4E memory chips, which are critical components inside AI servers. When the biggest server maker and the biggest memory chip maker are both firing on all cylinders for AI, it suggests the whole AI hardware supply chain is in a sustained upswing. Other companies that supply AI chips and networking gear tend to move in the same direction in this kind of environment.

## Key details

- Symbols: AVGO, DELL, SMH
- Timeframes: D
- Tags: \#earnings, \#ai\_infrastructure, \#momentum

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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 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
- [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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