Dell's AI server sales just went vertical — ride the momentum into partner Palantir
Dell just reported that its AI server revenue exploded 757% higher than a year ago, sending the stock up over 30% in a single day — its best ever. Palantir, which partners with Dell on AI data-center projects, also jumped 10% on the news.
Idea
Dell's blowout quarter proved that companies are spending billions on AI data centers right now — AI server revenue grew 757% year over year. Palantir runs its AI Factory platform on Dell hardware, so Dell's success is a direct vote of confidence in that partnership. When a hardware giant like Dell posts its fastest growth since going public, the software partners riding the same wave tend to keep climbing too. Palantir has already jumped 10% on the Dell validation, and momentum in AI-related stocks has been relentless this month.