---
title: "HPE, SMCI surge after Dell’s Q1 beat on strong AI server demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288070730.md"
description: "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."
datetime: "2026-05-29T12:46:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288070730.md)
  - [en](https://longbridge.com/en/news/288070730.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288070730.md)
---

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

HP Enterprise and Super Micro Computer shares are surging in pre-market trading, getting a big boost from rival Dell's strong Q1 results.

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.

The read-through is particularly relevant for Super Micro, one of the largest suppliers of Nvidia\-powered AI server systems, and HPE, which has been expanding its AI infrastructure and liquid-cooling offerings through its partnership with Nvidia.

The moves suggest investors view AI infrastructure as a broad spending cycle that benefits server makers across the entire ecosystem.

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