Dell Technologies Inc. ($DELL) experienced a significant spike in its stock price, rising by 9% amidst the collapse of Super Micro Computer Inc. ($SMCI). Super Micro's stock plunged nearly 30%, leading to a shift in orders from $SMCI to $DELL. Dell is expected to benefit from this shift, particularly in its AI server business, which is projected to exceed $10 billion in revenue for FY25 and reach approximately $12 billion in FY26. Dell's partnership with NVIDIA ($NVDA) will see it shipping Blackwell-based servers to clients in the first quarter of FY25. Dell's stock rose by 5% initially and is expected to benefit from more orders from NVIDIA. The collapse of $SMCI is seen as a significant opportunity for Dell.