# Dell Stock Rockets 33% to Its Best Day Ever as AI Server Revenue Explodes 757% to $16 Billion

*2026-05-30 06:01 UTC · Business · 1 min read*

> Dell shares jumped about 33% in their best day ever after AI server revenue soared 757% to $16.1 billion and the company raised full-year guidance to $167 billion.

Dell Technologies shares closed nearly 33% higher on Friday, the company's best single day since returning to public markets in 2018, after a blowout quarter driven by surging demand for AI servers. Adjusted earnings hit $4.86 per share on $43.8 billion in revenue, crushing Wall Street estimates of $2.96 and $35.8 billion. The stock is now up roughly 234% in 2026.

The engine was AI infrastructure. Dell booked $24.4 billion in AI orders during the quarter and reported $16.1 billion in AI server revenue, a staggering 757% jump from a year earlier, alongside a record $51.3 billion AI-related backlog. Management sharply raised its outlook, lifting full-year revenue guidance to about $167 billion, including $60 billion from AI servers.

The results underline how the AI buildout is reshaping the hardware industry. The same day, space stocks slid after Blue Origin's New Glenn rocket exploded during a test, but AI-exposed names helped drive Wall Street to fresh records to cap a winning month.

## Sources

- [cnbc.com](https://www.cnbc.com/2026/05/29/dell-stock-earnings-ai-servers.html)
- [en.sedaily.com](https://en.sedaily.com/finance/2026/05/29/dell-stock-surges-39-percent-after-hours-on-ai-server-boom)
- [stocktwits.com](https://stocktwits.com/news-articles/markets/equity/dell-stock-rallies-after-hours-as-ai-server-revenues-surge-over-750-driving-robust-q2-full-year-guidance/cZgixOOReta)

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TechTools News · https://techtools.cz/tools/news/article/1739-dell-stock-rockets-33-to-its-best-day-ever-as-ai-server-revenue-explodes-757-to
Česká verze: https://techtools.cz/tools/news/clanek/1812-akcie-dellu-vyletely-o-33-v-nejlepsi-den-v-historii-trzby-z-ai-serveru