# 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--e9959d8e-e8af-4448-98d3-32bf656ae4d9

Dell just reported its fastest sales growth in years thanks to a 757% explosion in AI-server revenue. At the same time, Samsung is shipping its next-generation AI memory chips to customers, sending its stock up 6%.

## Idea

Dell's AI-server revenue just grew 757% in a single quarter — that's not a gradual trend, it's an infrastructure spending surge. The company beat profit expectations by the widest margin in five years, which tells you the market is still underestimating how much money is flowing into AI hardware. Samsung shipping its next-gen HBM4E memory chips confirms the whole AI supply chain is firing on all cylinders. When the picks-and-shovels companies this deep in the stack are all accelerating simultaneously, the momentum tends to persist for weeks. Buying a pullback in Dell after this kind of breakout, while the semiconductor sector stays strong, gives you a favorable entry with the wind at your back.

## Key details

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