Dell's AI server sales just exploded 757% — ride the momentum on Dell and Palantir
Dell just reported that its AI server revenue grew an eye-popping 757% compared to last year, sending the stock up over 30% in a single day. Palantir, which partners with Dell on AI data-center projects, jumped 10% on the news as investors rush into anything connected to AI infrastructure.
Idea
Dell's AI server revenue growing 757% signals that companies are spending aggressively on AI hardware right now — this isn't hype, it's showing up in real sales. When a foundational result like this hits, it tends to lift the whole AI supply chain, especially close partners like Palantir. Both stocks are already surging, which means strong momentum and investor attention. Historically, when one major AI infrastructure player reports blowout numbers, the ripple effect can last weeks as analysts raise targets and funds reposition.