Samsung ships next-gen AI chips and Dell's AI revenue just exploded 757% — ride the AI hardware wave
Samsung just started shipping its next-generation HBM4E AI memory chips to customers worldwide, sending its stock up 6%. Separately, Dell reported a 757% jump in AI-server revenue last quarter, showing that companies are spending aggressively on AI infrastructure.
Idea
Samsung shipping its newest HBM4E memory chips confirms that the next wave of AI hardware is arriving — these chips are essential for high-performance AI data centers. Dell's earnings showed just how real the demand is: AI-server revenue rocketed 757% higher in a single quarter. The companies supplying the brains and networking behind AI — like NVIDIA and Broadcom — are the picks-and-shovels beneficiaries of this spending surge. As long as hyperscalers keep building out AI capacity, these chipmakers should keep riding the wave higher.