Dell's AI revenue just went parabolic — ride the infrastructure wave with Dell, Samsung, and Nvidia
Dell just reported that its AI-server revenue exploded 757% higher, sending the stock up 19%. At the same time, Samsung started shipping its next-generation AI memory chips to customers worldwide, pushing its stock up 6%.
Idea
Dell just showed that real AI spending is accelerating fast — its AI-server revenue jumped 757% in a single quarter, and profit beat expectations by the widest margin in at least five years. Samsung is now shipping its newest AI memory chips to real customers, not just announcing them. These aren't hype stories; they're companies booking actual revenue from the AI buildout. When the picks-and-shovels suppliers are growing this fast, the momentum tends to carry other AI infrastructure names along with them. The trend is still in its early innings for hardware and server companies.