# Jim Cramer 宣稱 NVIDIA Corp.（NASDAQ:NVDA）是推動戴爾科技公司股價於5月29日飆升的人工智慧（AI）伺服器熱潮的冠軍。

*genai, semiconductor · news · 2026-05-29 · Finbold*

## Key points

- Jim Cramer 指出 Nvidia 是當前 AI 伺服器熱潮的主要受益者。
- 戴爾的 AI 伺服器營收在第一季達到創紀錄的161億美元，年增757%。
- 黃仁勳預計將在 Computex 發表 Vera Rubin 平台及 Nvidia 的基礎架構願景。
- Cramer 建議 Nvidia 股價的弱勢可能會在黃仁勳 Computex 主題演講後結束。
- 戴爾的 AI 工廠基礎設施目前服務超過5,000家企業客戶。

Jim Cramer has declared NVIDIA Corp. (NASDAQ:NVDA) the champion of the artificial intelligence (AI) server explosion that sent Dell Technologies Inc. (NYSE:DELL) stock surging on May 29. In a post on X Friday, the Mad Money host said the real winner beyond Dell is Nvidia. As such, Cramer stated that he does not expect the weakness in Nvidia’s stock to persist. “The winner beyond Dell is Nvidia, but the stock is heavy again. I don’t think that can last, especially with Jensen Huang’s speech at Computex Monday in Taiwan,” Cramer noted. Notably, Dell’s AI server revenue for the first quarter hit a record $16.1 billion, representing a 757% year-over-year surge. Additionally, Dell’s AI factory serves over 5,000 enterprise customers. As such, Cramer highlighted that Dell’s infrastructure boom could position Nvidia for near-term upside. Furthermore, the catalyst he is banking on may be announced on Monday, June 1, when Huang takes the stage at the Taipei Music Center for his Computex 2026 keynote. During his upcoming keynote, Huang is expected to detail the Vera Rubin platform rollout, outline developments in agentic and physical AI, and present Nvidia’s full infrastructure vision. Nvidia and Dell stock outlook Despite reporting a strong first-quarter performance, Dell stock may face a correction in June, as Finbold reported. Over the past 30 days, DELL stock surged by more than 103%, trading at about $418.53 at the time of reporting. As a result, the company had a market capitalization of around $205.9 billion. On the other hand, NVDA stock has gained about 2% during the same period, trading at approximately $217.13 at the time of publication. Consequently, the company’s valuation climbed to above $5.2 trillion. Ultimately, Huang believes that NVDA stock could rally much higher over the coming few years, as Finbold explained. As a result, Cramer’s prediction could materialize in the long term. ​

**Companies:** NVIDIA Corp., Dell Technologies Inc.
**Countries:** Taiwan, United States

[Read the full story on Finbold](https://finbold.com/jim-cramer-names-nvidia-as-the-winner-behind-dell-rally/)

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