Dell’s AI servers drive a stellar earnings performance, and a raised outlook
The company’s backlog has reached $95 billion as demand accelerates for its AI servers
2 articles from MarketWatch, CNBC.
Dell shares rose 9% after the company raised its fiscal 2027 forecast, driven by strong demand for AI servers. The company's backlog reached $95 billion and it now expects AI server revenue to triple in fiscal 2027, up from a previous expectation of doubling. Dell's elevated outlook reflects accelerating demand for its AI infrastructure products.
AI-generated summary of 2 source articles. Not original reporting — every claim links to its source below.
The company’s backlog has reached $95 billion as demand accelerates for its AI servers
Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.