Dell rides AI server boom to record orders and raised outlook
TL;DR Summary
Dell Technologies reported a record $60.9 billion in AI server orders, a backlog of $95 billion, and raised its FY27 revenue outlook to $192 billion after posting a $47 billion quarterly revenue and $6.34 GAAP EPS (up 58% and 273% YoY, respectively), with AI momentum fueling growth across servers, networking, and storage and an after‑hours stock jump.
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- Dell again lifts forecasts as AI demand powers record results Reuters
- Dell Reports Tuesday With Our Model Flashing Green Yahoo Finance
- Dell Technologies Boosts Fiscal Year Outlook by $25 Billion as Server Revenue Surges WSJ
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