# Dell's AI server sales just went nuclear and Samsung is shipping next-gen chips — ride the hardware rally

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

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-sales-just-went-nuclear-and-samsung-is-ship--e7ced939-a11b-43d8-bd9e-61e419a39dcd

Dell just reported that its AI-server revenue skyrocketed 757% last quarter, sending the stock up 19%. At the same time, Samsung is now shipping its most advanced AI memory chips to customers, pushing its shares up 6%.

## Idea

Dell's earnings proved that companies are spending massively on AI hardware right now — a 757% jump in AI server revenue isn't a small beat, it's an explosion. Samsung shipping its next-generation HBM4E memory chips confirms the same trend from the supplier side: the AI build-out is accelerating, not slowing down. When the biggest hardware makers are both surging on real demand (not just hype), the entire semiconductor supply chain tends to ride the wave. That includes chipmakers like Nvidia and Broadcom that actually make the components going into Dell's servers.

## Key details

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

## 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

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