Dell's AI servers just grew 757% — buy the dip on the hottest infrastructure stock right now
Dell just reported its best quarter since going public, with AI server revenue exploding 757% higher than a year ago. The stock jumped over 30% in a single day, and analysts immediately raised their price targets.
Idea
Dell just proved that the AI spending boom is real and accelerating — AI server revenue grew 757% year-over-year, and the company posted its fastest revenue growth since 2018. When a stock gaps up 30% on this kind of fundamental news, institutional money often keeps buying over the following weeks as price targets get revised higher. Dell's AI Factory partner Palantir also surged 10% on the validation, which means the entire AI infrastructure supply chain is getting a fresh bid. The momentum is strong enough to justify buying on a small dip or on a continuation breakout.