AI Server Surge: This Stock Gained 60 Trillion Won in Market Cap in Just One Day

Dell Technologies Inc. (NASDAQ: DELL), a U.S. IT infrastructure company, saw its shares surge 27.22% on the New York Stock Exchange on May 27, closing at $388.10. Its market capitalization swelled to about $126 billion (roughly ₩164 trillion), with a single-day increase of approximately $47 billion (around ₩61 trillion). Trading volume also jumped to about 10 million shares.

Over the past five trading days, Dell’s stock has climbed more than 30%, extending its record-high rally. Analysts attribute this revaluation to the “Dell AI Factory” partnership with Nvidia and a sharp rise in demand for AI servers and storage.

In today’s quarterly results, both revenue and profit exceeded market expectations, and orders for AI-optimized servers increased significantly, adding to optimism about near-term momentum.

Formed in 2016 through the merger of Dell and EMC, Dell Technologies provides a broad range of hardware—from servers, storage, and networking equipment to PCs—for enterprise, public sector, and consumer customers. Led by founder Michael Dell, the company is emerging as a key supplier in the AI server market, driven by surging AI data-center investments, even as intensifying competition and earnings volatility are cited as important considerations for investors.