Dell's AI revenue up 757% and Samsung ships next-gen chips — ride the AI hardware boom via semiconductor stocks
Dell just reported that its AI-server revenue exploded 757% higher last quarter, sending the stock up 19%. Meanwhile Samsung began shipping its next-generation AI memory chips to customers, pushing its stock up 6%. The AI hardware spending spree is clearly accelerating.
Idea
Dell's 757% jump in AI-server revenue proves companies are spending aggressively on AI hardware, not just talking about it. Samsung shipping its next-gen HBM4E memory chips adds fuel — those chips go inside the very servers Dell and others are building. This one-two punch signals that the semiconductor supply chain is booked solid. For regular investors, a semiconductor ETF like SMH is the simplest way to ride this wave without having to pick a single winner, since it holds NVIDIA, Micron, Broadcom, and the rest of the key players.
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News sources
- Dell stock soars toward another record high as the AI boom drives a big earnings beat — MarketWatch
- Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018 — CNBC
- Samsung's shares surge as much as 6% company ships next-generation AI memory chip samples — CNBC