<div id="readability-page-1"><div><p><span>HP Enterprise</span> and <span>Super Micro Computer</span> shares are surging in pre-market trading, getting a big boost from rival  <span>Dell</span>'s strong Q1 results.</p><p>Dell’s $16.1 billion in AI-optimized server sales for the quarter alone proved that enterprise data center demand is accelerating faster than Wall Street anticipated. The company posted revenue of $43.8 billion, exceeding Wall Street estimates of $35.5 billion. Management now sees full-year sales of about $167 billion, well above the $142 billion anticipated by analysts.</p><p>The read-through is particularly relevant for Super Micro, one of the largest suppliers of <span>Nvidia</span>-powered AI server systems, and HPE, which has been expanding its AI infrastructure and liquid-cooling offerings through its partnership with Nvidia.</p><p>The moves suggest investors view AI infrastructure as a broad spending cycle that benefits server makers across the entire ecosystem.</p></div></div>

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<p>Shares of HPE and Super Micro Computer surged in pre-market trading following Dell's strong Q1 results, which highlighted accelerating enterprise demand for AI servers. Dell reported $43.8 billion in revenue, beating estimates, with $16.1 billion from AI-optimized sales. This performance suggests a broad AI infrastructure spending cycle benefiting the entire server ecosystem.</p>

- HP Enterprise and Super Micro Computer shares are rising in pre-market trading, fueled by Dell's strong Q1 results.  
- Dell reported $16.1 billion in AI-optimized server sales, with overall revenue of $43.8 billion, surpassing expectations.  
- This growth signifies accelerating demand for enterprise data centers and suggests a beneficial spending cycle for server manufacturers, particularly in AI infrastructure.

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HPE, SMCI surge after Dell’s Q1 beat on strong AI server demand