# Dell's AI servers just grew 757% — ride the momentum on AI infrastructure stocks

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-just-grew-757-ride-the-momentum-on-ai-infr--de9d36a0-9101-4b56-a67f-9a4cc377c1bb

Dell just reported that its AI server revenue grew 757% compared to last year, sending the stock up 32% in a single day — its best ever. The ripple effects are lifting other AI-related companies like Palantir, and software stocks overall are having their best month in 25 years.

## Idea

Dell's blowout quarter proves companies are spending aggressively on AI hardware — server revenue didn't just beat expectations, it grew more than sevenfold from a year ago. That kind of spending doesn't happen in isolation; it validates the entire AI supply chain, from Dell's hardware to Palantir's AI Factory software platform, which jumped 10% on the news. Software stocks more broadly are wrapping up their best month since 2001, meaning investors who had abandoned the sector are now scrambling to get back in. When a sector goes from feared to favored this quickly, early movers tend to keep running as more money chases the same names.

## Key details

- Symbols: DELL, PLTR
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#momentum, \#earnings\_reaction

## Community

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## News sources

- [Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally](https://finance.yahoo.com/markets/stocks/articles/palantir-soars-10-dell-earnings-150720310.html) — Yahoo Finance
- [Software stocks wrap up best month since 2001 as talk of 'SaaSpocalypse' subsides](https://www.cnbc.com/2026/05/29/software-stocks-wrap-best-month-since-2001-as-talk-of-saaspocalypse-.html) — CNBC
- [Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars](https://www.cnbc.com/2026/05/29/dell-stock-earnings-ai-servers.html) — CNBC

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