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

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

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-grew-757-and-samsung-just-shipped-next-gen--d6d5ee1e-49ca-43ef-80fd-0e9d46e6ed62

Dell just reported that its AI-server revenue exploded 757% last quarter, sending the stock up nearly 19%. Meanwhile, Samsung began shipping its next-generation AI memory chips to customers, pushing its stock up 6%.

## Idea

Dell's earnings report showed that demand for AI servers isn't slowing down — revenue from that segment grew more than sevenfold in a single quarter. That kind of growth signals that big companies are still spending aggressively on AI hardware. Samsung shipping its latest AI memory chips confirms the same trend from the supply side: the industry needs more and better chips to keep up. Together these data points suggest the AI infrastructure build-out still has legs. Nvidia, as the dominant chipmaker powering these servers, stands to benefit from the same wave of spending that lifted Dell and Samsung.

## Key details

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

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