# Dell's AI server revenue just exploded 757% — ride the infrastructure spending wave

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

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-revenue-just-exploded-757-ride-the-infrastr--ff52e440-ef3b-4a21-97e4-c40951c0410a

Dell just reported that its AI server business grew revenue by 757% in a single quarter, sending the stock up 19%. Samsung is also surging after shipping its most advanced AI memory chips to customers.

## Idea

Dell's earnings proved that AI spending by businesses isn't slowing down — it's accelerating dramatically. A 757% jump in AI server revenue means companies are racing to build AI computing capacity. Samsung simultaneously shipping its next-generation memory chips confirms the whole supply chain is firing. When the companies building the picks and shovels of the AI boom report this kind of growth, the semiconductor and server stocks that supply them tend to keep running for weeks.

## Key details

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

## Community

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## News sources

- [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
- [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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