Dell's AI servers just grew 757% — grab the overlooked AI hardware stocks still playing catch-up
Dell just reported that its AI server revenue grew an astonishing 757% compared to last year, sending the stock up over 30% in a single day—the best day in the company's history. The news also lifted partners like Palantir, which jumped 10%.
Idea
Dell's 757% surge in AI server revenue proves that the AI spending boom is turning into actual dollars—not just promises. That kind of growth validates the entire AI hardware supply chain. While Dell and Palantir already exploded higher, the companies that supply the networking gear, cooling systems, and chips inside those AI data centers may not have fully priced in this demand. When one major player in a supply chain posts blowout numbers, money typically rotates into the lagging neighbors over the following days.