TLDR

Dell posted second-quarter earnings that topped forecasts, driven by AI server sales. The company lifted its fiscal 2027 guidance and now expects AI server revenue to triple, up from an earlier target of doubling. Its backlog reached $95 billion as demand for AI infrastructure accelerated. Shares climbed after the results. Coverage from CNBC, MarketWatch, and Barron's tied the performance to broader strength in AI hardware, with other tech names also moving on similar themes.

Dell Raises Fiscal 2027 Outlook on AI Server Strength

Earnings beat leads company to project tripling AI server revenue in fiscal 2027.

8 Sources, 29d ago, first seen 29d ago

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8 Sources, first seen 29d ago

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