Dell's AI servers just grew 757% — ride the momentum wave on Dell and Palantir
Dell just reported that its AI server revenue grew 757% compared to last year, blowing past every Wall Street estimate. The stock had its best day ever, and it's dragging up AI partners like Palantir with it.
Idea
Dell's AI server revenue didn't just beat expectations — it grew 757% year-over-year, signaling that companies are spending aggressively on AI hardware right now. When a dominant infrastructure player posts that kind of growth, it validates the entire AI supply chain, which is why Palantir (a Dell AI Factory partner) immediately rallied 10% on the news. Analysts are already raising price targets, and momentum of this magnitude tends to carry forward for weeks as institutional investors scramble to build positions. The risk is that some of this good news is already priced in after a 30% single-day move, so a pullback is likely — but the underlying demand story supports buying on any dip.