Wednesday, 2 September, 2026
AI Server Boom Drives Record Quarter as Dell Raises Outlook
By TechShots Studio
Dell Technologies boosted its full-year revenue forecast by $25 billion to $192 billion—its second guidance hike this year—fueled by surging demand for AI-optimized servers. Second-quarter revenue surged 58% to a record $47 billion, driven by AI infrastructure orders and strong commercial PC sales. With over $130 billion in AI server bookings over the past year, Dell projected fiscal 2027 AI server revenue to reach $74 billion.