Dell's AI server sales explode 757% — ride the momentum on Dell and AI partner Palantir
Dell just reported its fastest revenue growth since 2018, powered by a staggering 757% jump in AI server sales. The stock surged over 30% in a single day — its best ever — and partner Palantir jumped 10% as investors realized the AI spending boom is real and accelerating.
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Dell's blowout quarter proves companies are spending heavily on AI infrastructure — not just talking about it. AI server revenue grew 757% year-over-year, and multiple analysts immediately raised their price targets. Palantir, which runs its 'AI Factory' program in direct partnership with Dell, surged 10% as the earnings validated their joint go-to-market strategy. When a single earnings report confirms demand across an entire supply chain, the momentum typically carries for weeks as late buyers pile in. With the broader AI rally still accelerating, both stocks have room to run from here.
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- Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally — Yahoo Finance
- Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars — CNBC
- Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next — CNBC