# Samsung ships next-gen AI chips and Dell's AI revenue just exploded — ride the AI infrastructure wave

_AI-generated trading idea · LONG · DELL, SMH, SSNLF_

> Canonical page: https://commonquant.ai/research/for-you/samsung-ships-next-gen-ai-chips-and-dell-s-ai-revenue-just-e--da60ca0d-6146-47ea-abba-14564371db1b

Samsung just started shipping its next-generation AI memory chips to customers, sending its stock up 6%. At the same time, Dell reported that its AI server business grew an astonishing 757% in a single quarter. The AI infrastructure spending wave is clearly accelerating.

## Idea

Samsung's new HBM4E memory chips are purpose-built for AI workloads, and shipping samples means they're close to generating real revenue. Meanwhile, Dell just proved the AI server boom is not hype — 757% revenue growth in a single quarter is extraordinary. These two data points together signal that the companies building the plumbing for AI are seeing explosive, accelerating demand. When the picks-and-shovels layer of a tech cycle is growing this fast, semiconductor stocks tend to ride that momentum for weeks or months. A broad semiconductor ETF lets you capture the tailwind without betting on just one company.

## Key details

- Symbols: DELL, SMH, SSNLF
- Timeframes: daily
- Tags: \#ai, \#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 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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