Dell's AI server sales just went vertical — ride the Palantir partnership wave
Dell just reported that its AI server revenue grew 757% year-over-year, sending its stock up 32% in a single day — its best ever. Palantir, which partners with Dell on AI factory deployments, jumped 10% on the news, and the broader software sector is wrapping up its best month in 25 years.
Idea
Dell's blowout AI server numbers prove that companies are spending massively on AI infrastructure right now — this isn't hype, it's real revenue. Palantir directly partners with Dell on AI factory deployments, so Dell's results essentially confirm that Palantir's pipeline is strong too. Meanwhile the entire software sector is having its best month since 2001, meaning money is rotating broadly back into these names. When the whole sector is lifting and you have a direct fundamental catalyst like a partnership validation, that's a recipe for continued upside.