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Dell's AI Surge: Revenue Rockets, Backlog Soars
2 Sep
Summary
- Dell reported record fiscal 2027 second-quarter revenue of $47 billion.
- AI server demand drove record Infrastructure Solutions Group revenue.
- The company's AI backlog reached an impressive $95 billion.
Dell Technologies announced record fiscal 2027 second-quarter financial results, with revenue surging to $47 billion. This performance was primarily driven by accelerating demand for AI servers and traditional data-center infrastructure.
The Infrastructure Solutions Group, a key segment for Dell, generated record revenue of $31.8 billion, marking a significant year-over-year increase. This growth was substantially propelled by the demand for AI servers.
Dell booked $60.9 billion in AI orders and recognized $16.4 billion in AI server revenue during the quarter. The company's AI backlog reached an impressive $95 billion, indicating substantial future revenue potential.
The number of Dell's AI infrastructure customers surpassed 6,500, with demand broadening across different types of clients. The company also reported adding 3,300 Dell AI Factory customers in the past three quarters.
