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

_AI-generated trading idea · LONG · DELL, SMH_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-servers-just-grew-757-ride-the-momentum-on-the-new--ffd15846-38ba-4038-9d09-23fe7dd47b31

Dell just reported that its AI-server revenue exploded by 757% last quarter, and its profit crushed Wall Street expectations by the widest margin in at least five years. The stock jumped 19% as the company showed it's become a major player in the artificial intelligence hardware boom.

## Idea

Dell was once considered a boring legacy hardware company, but it has quietly become one of the biggest winners of the AI buildout by assembling servers packed with specialized chips. A 757% jump in AI-server revenue isn't a one-off — it tells you companies are rushing to buy this equipment at an accelerating pace. When a stock surges nearly 20% on earnings and hits all-time highs, it often keeps running because it catches the attention of fund managers who are forced to buy in. You can ride Dell's momentum directly, or use the semiconductor ETF (SMH) to spread your bet across the whole AI chip supply chain that feeds companies like Dell.

## Key details

- Symbols: DELL, SMH
- Timeframes: H4, 1D
- Tags: \#earnings, \#ai\_infrastructure, \#momentum, \#technology

## 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
- [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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