# HPE, SMCI surge after Dell’s Q1 beat on strong AI server demand > Source: > Published: 2026-05-29 12:42:25+00:00 # HPE, SMCI surge after Dell’s Q1 beat on strong AI server demand [HP Enterprise](https://robinhood.com/us/en/stocks/HPE/?source=sherwood) and [Super Micro Computer](https://robinhood.com/us/en/stocks/SMCI/?source=sherwood) shares are surging in pre-market trading, getting a big boost from rival [Dell](https://robinhood.com/us/en/stocks/DELL/?source=sherwood)'s strong [Q1 results](https://sherwood.news/markets/dell-q1-2027-earnings-ai-boom-servers/). 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](https://robinhood.com/us/en/stocks/NVDA/?source=sherwood)-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.