Dell raised AI server shipments for the fiscal year from $15 billion to $20 billion, for a raise of 33%. AI servers are expected to account for nearly 19% of Dell’s revenue in FY26 following ISG growing an impressive 63% QoQ. Management stated it was the “single largest number of customers that we sold in a quarter” and “it is the most revenue we generated to enterprise customers in a quarter to date.” The size of AI revenue is impressive and ranks Dell in the top 10 companies on th...
