Dell Technologies Reports Surge in AI Server Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 29 2026
0mins
Source: Coinmarketcap
Dell Technologies' stock rose 5.02% as it reached a 5-day high, reflecting strong investor interest.
The company reported a staggering 757% increase in AI server revenues, amounting to $16.1 billion for Q1 FY2027, driven by a significant demand for AI infrastructure. This surge in revenue has led management to raise their AI revenue estimates to $60 billion, showcasing Dell's solidifying leadership in the AI market.
This impressive performance positions Dell favorably in the rapidly growing AI sector, indicating robust future growth potential as demand for AI solutions continues to rise.
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Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 419.320
Low
113.00
Averages
164.85
High
180.00
Current: 419.320
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Doubling: In fiscal Q3 2026, Super Micro's revenue more than doubled to $10.2 billion year-over-year, driven by surging demand for AI servers built on Nvidia chips, highlighting robust market demand.
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