Samsung ships next-gen AI chips, Dell's AI revenue up 757% — buy the AI hardware builders on dips
Samsung just started shipping its next-generation HBM4E AI memory chips to customers worldwide, sending its stock up 6%. Dell reported AI-server revenue up 757% and beat profit expectations by the widest margin in five years. And AI startup Anthropic just raised money at a $965 billion valuation, surpassing OpenAI for the first time.
Idea
The AI buildout is clearly accelerating across every layer of the stack. Samsung's new HBM4E memory chips are critical hardware that AI data centers need, and the fact that samples are already shipping to customers signals strong near-term demand. Dell just proved the financial impact — its AI server revenue exploded 757% in a single quarter, showing this isn't just hype but real money changing hands. Meanwhile Anthropic hitting a $965 billion valuation confirms that the biggest tech companies and investors are still pouring unprecedented capital into AI. Companies that make the physical hardware powering AI — like Dell and Nvidia — are the picks-and-shovels beneficiaries of this spending wave, and their stock prices tend to keep climbing as long as revenue keeps surprising to the upside.