Dell's AI revenue just went up 757% — ride the AI infrastructure wave while it's still early
Dell just reported that its AI-server revenue exploded 757% higher last quarter, crushing profit expectations by the widest margin in at least five years. Meanwhile Samsung is shipping its newest AI memory chips to customers worldwide.
Idea
Dell's AI server business just grew 757% in a single quarter — that's not a typo — and its profit beat was the fattest in half a decade. This tells us companies are spending aggressively on AI hardware right now, and Dell is capturing a huge share of that budget. Samsung separately confirming it's shipping next-gen AI memory chips reinforces that the entire AI supply chain is firing on all cylinders. When a stock hits new highs on this kind of fundamental catalyst, momentum often carries it further as institutional investors scramble to build positions.