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

Shares of Hewlett Packard Enterprise and Super Micro Computer rose in pre-market trading after Dell Technologies reported first-quarter revenue of $43.8 billion, beating Wall Street estimates of $35.5 billion on $16.1 billion in AI-optimized server sales. Dell’s results signaled accelerating enterprise data center demand, lifting rival server makers as investors bet on broad AI infrastructure spending across the industry.

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.