Dell's AI revenue up 757% and Samsung ships next-gen chips — pile into AI hardware
Dell just reported a blowout quarter thanks to AI server sales exploding 757%, and Samsung is now shipping its next-generation AI memory chips to customers. Both signal that spending on AI hardware is accelerating fast.
Idea
Dell just posted its fastest sales growth since going public in 2018, driven entirely by AI server demand — that's a 757% jump in AI-server revenue. At the same time, Samsung began shipping its newest HBM4E memory chips, which are critical components inside AI data centers. When the companies building AI hardware and the companies supplying the chips are both firing on all cylinders, it usually means the whole AI infrastructure supply chain is in a strong uptrend. Nvidia and Broadcom sit right in the middle of that chain and stand to benefit alongside Dell.